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LS Investment Advisors’s Upbound Group UPBD Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-7,114
Closed -$198K – 1429
2020
Q2 		$198K Hold
7,114
– – 0.01% 735
2020
Q1 		$101K Hold
7,114
– – 0.01% 895
2019
Q4 		$205K Buy
+7,114
New +$186K 0.01% 799

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EC
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Fuller & Thaler Asset Management
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State Street
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Goldman Sachs
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Dimensional Fund Advisors
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RA
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