MGIM
UPBD icon

M&G Investment Management’s Upbound Group UPBD Stock Holding History

M&G Investment Management’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
2021
Q2 		– Sell
-22,636
Closed -$1.31K – 771
2021
Q1 		$1.31K Buy
+22,636
New +$1.18M ﹤0.01% 322

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M&G Investment Management's UPBD Position: Q2 2021 in Review

M&G Investment Management sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 22,636 shares — an estimated $1.31K sold.

M&G Investment Management first reported a position in UPBD in Q1 2021 and held it in 1 quarter. The position peaked at $1.31K in Q1 2021. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • M&G Investment Management reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • M&G Investment Management sold 22,636 Upbound Group shares in Q2 2021, an estimated $1.31K.
  • M&G Investment Management first reported a position in Upbound Group in Q1 2021 and held it in 1 quarter.
  • M&G Investment Management's Upbound Group position peaked at $1.31K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on M&G Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.