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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

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

LS Investment Advisors's UPBD Position: Q3 2020 in Review

LS Investment Advisors sold out of Upbound Group (UPBD) in Q3 2020, closing a stake of 7,114 shares — an estimated $198K sold.

LS Investment Advisors first reported a position in UPBD in Q4 2019 and held it in 3 quarters. The position peaked at $205K in Q4 2019. 246 funds tracked by Wall St. Rank hold UPBD as of Q3 2020.

  • LS Investment Advisors reported no remaining Upbound Group position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 7,114 Upbound Group shares in Q3 2020, an estimated $198K.
  • LS Investment Advisors first reported a position in Upbound Group in Q4 2019 and held it in 3 quarters.
  • LS Investment Advisors's Upbound Group position peaked at $205K in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Upbound Group as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.