MWNA
UPBD icon

Marshall Wace North America’s Upbound Group UPBD Stock Holding History

Marshall Wace North America’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
Q1 		– Sell
-57,918
Closed -$2.22M – 1793
2020
Q4 		$2.22M Sell
57,918
-60,633
-51% -$2.06M 0.01% 731
2020
Q3 		$3.54M Buy
+118,551
New +$3.51M 0.02% 460
2019
Q2 		– Sell
-23,197
Closed -$484K – 1629
2019
Q1 		$484K Sell
23,197
-909,031
-98% -$16.8M ﹤0.01% 815
2018
Q4 		$15.1M Buy
932,228
+738,863
+382% +$10.7M 0.15% 131
2018
Q3 		$2.78M Sell
193,365
-1,805,687
-90% -$26.5M 0.02% 428
2018
Q2 		$29.4M Buy
+1,999,052
New +$21.7M 0.17% 146
2018
Q1 		– Sell
-504,294
Closed -$5.6M – 1711
2017
Q4 		$5.6M Buy
+504,294
New +$5.52M 0.03% 550

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return