LA
UPBD icon

Lucus Advisors’s Upbound Group UPBD Stock Holding History

Lucus 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
2017
Q4 		– Sell
-30,165
Closed -$346K – 253
2017
Q3 		$346K Buy
+30,165
New +$373K 0.49% 144
2017
Q2 		– Sell
-44,084
Closed -$391K – 258
2017
Q1 		$391K Buy
44,084
+30,221
+218% +$275K 0.36% 184
2016
Q4 		$156K Sell
13,863
-17,857
-56% -$199K 0.37% 42
2016
Q3 		$401K Buy
31,720
+3,339
+12% +$41.8K 0.35% 41
2016
Q2 		$349K Sell
28,381
-5,747
-17% -$77.4K 0.29% 132
2016
Q1 		$541K Buy
+34,128
New +$455K 0.32% 8

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $312M AUM 30.02% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return