M&T Bank’s Upbound Group UPBD Stock Holding History

M&T Bank’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
2018 Q2	–	Sell	-40,163	Closed	-$347K	–	1623
2018 Q1	$347K	Hold	40,163	–	–	﹤0.01%	1152
2017 Q4	$446K	Buy	+40,163	New	+$440K	﹤0.01%	1050

Other funds holding UPBD

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M&T Bank's UPBD Position: Q2 2018 in Review

M&T Bank sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 40,163 shares — an estimated $347K sold.

M&T Bank first reported a position in UPBD in Q4 2017 and held it in 2 quarters. The position peaked at $446K in Q4 2017. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

M&T Bank reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
M&T Bank sold 40,163 Upbound Group shares in Q2 2018, an estimated $347K.
M&T Bank first reported a position in Upbound Group in Q4 2017 and held it in 2 quarters.
M&T Bank's Upbound Group position peaked at $446K in Q4 2017.
166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on M&T Bank's 13F filing for Q2 2018, filed 10 Aug 2018.