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Mackay Shields LLC’s Upbound Group UPBD Stock Holding History

Mackay Shields LLC’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
-48,105
Closed -$2.77M – 1302
2021
Q1 		$2.77M Sell
48,105
-31,295
-39% -$1.64M 0.02% 634
2020
Q4 		$3.04M Sell
79,400
-30,000
-27% -$1.02M 0.02% 657
2020
Q3 		$3.27M Buy
109,400
+27,300
+33% +$807K 0.02% 573
2020
Q2 		$2.28M Buy
82,100
+18,329
+29% +$407K 0.02% 692
2020
Q1 		$901K Sell
63,771
-70,900
-53% -$1.71M 0.01% 983
2019
Q4 		$3.88M Sell
134,671
-16,100
-11% -$421K 0.03% 575
2019
Q3 		$3.89M Sell
150,771
-7,100
-4% -$186K 0.02% 609
2019
Q2 		$4.2M Buy
157,871
+76,371
+94% +$1.81M 0.03% 596
2019
Q1 		$1.7M Buy
+81,500
New +$1.5M 0.01% 770

Other funds holding UPBD

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
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