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Lenox Wealth Management’s Upbound Group UPBD Stock Holding History

Lenox Wealth Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-61,032
Closed -$677K – 506
2017
Q4 		$677K Buy
61,032
+4,869
+9% +$53.3K 0.21% 97
2017
Q3 		$644K Buy
56,163
+2,505
+5% +$31K 0.22% 85
2017
Q2 		$633K Buy
+53,658
New +$607K 0.26% 73

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Lenox Wealth Management's UPBD Position: Q1 2018 in Review

Lenox Wealth Management sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 61,032 shares — an estimated $677K sold.

Lenox Wealth Management first reported a position in UPBD in Q2 2017 and held it in 3 quarters. The position peaked at $677K in Q4 2017. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • Lenox Wealth Management reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 61,032 Upbound Group shares in Q1 2018, an estimated $677K.
  • Lenox Wealth Management first reported a position in Upbound Group in Q2 2017 and held it in 3 quarters.
  • Lenox Wealth Management's Upbound Group position peaked at $677K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on Lenox Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.