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Marcato Capital Management’s Upbound Group UPBD Stock Holding History

Marcato Capital 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
2018
Q1 		– Sell
-1,218,781
Closed -$13.5M – 20
2017
Q4 		$13.5M Buy
1,218,781
+487,941
+67% +$5.34M 1.24% 13
2017
Q3 		$8.39M Buy
730,840
+48,498
+7% +$600K 0.96% 15
2017
Q2 		$8M Buy
682,342
+256,524
+60% +$2.9M 0.99% 14
2017
Q1 		$3.78M Buy
+425,818
New +$3.87M 0.41% 19

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Marcato Capital Management's UPBD Position: Q1 2018 in Review

Marcato Capital Management sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 1,218,781 shares — an estimated $13.5M sold.

Marcato Capital Management first reported a position in UPBD in Q1 2017 and held it in 4 quarters. The position peaked at $13.5M in Q4 2017. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • Marcato Capital Management reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • Marcato Capital Management sold 1,218,781 Upbound Group shares in Q1 2018, an estimated $13.5M.
  • Marcato Capital Management first reported a position in Upbound Group in Q1 2017 and held it in 4 quarters.
  • Marcato Capital Management's Upbound Group position peaked at $13.5M in Q4 2017.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on Marcato Capital Management's 13F filing for Q1 2018, filed 15 May 2018.