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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 $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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

Lucus Advisors's UPBD Position: Q4 2017 in Review

Lucus Advisors sold out of Upbound Group (UPBD) in Q4 2017, closing a stake of 30,165 shares — an estimated $346K sold.

Lucus Advisors first reported a position in UPBD in Q1 2016 and held it in 6 quarters. The position peaked at $541K in Q1 2016. 193 funds tracked by Wall St. Rank hold UPBD as of Q4 2017.

  • Lucus Advisors reported no remaining Upbound Group position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 30,165 Upbound Group shares in Q4 2017, an estimated $346K.
  • Lucus Advisors first reported a position in Upbound Group in Q1 2016 and held it in 6 quarters.
  • Lucus Advisors's Upbound Group position peaked at $541K in Q1 2016.
  • 193 funds tracked by Wall St. Rank held Upbound Group as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.