LP
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LMR Partners’s Upbound Group UPBD Stock Holding History

LMR Partners’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
2019
Q4 		– Sell
-934,743
Closed -$24.1M – 560
2019
Q3 		$24.1M Sell
934,743
-821,275
-47% -$21.6M 1.19% 23
2019
Q2 		$46.8M Sell
1,756,018
-23,982
-1% -$570K 1.7% 13
2019
Q1 		$37.1M Sell
1,780,000
-190,228
-10% -$3.51M 1.89% 8
2018
Q4 		$31.9M Buy
+1,970,228
New +$28.6M 1.56% 13
2018
Q3 		– Sell
-339,213
Closed -$4.99M – 509
2018
Q2 		$4.99M Buy
+339,213
New +$3.68M 0.26% 88

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return