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	–	1790
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	–	1628
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace North America's UPBD Position: Q1 2021 in Review

Marshall Wace North America sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 57,918 shares — an estimated $2.22M sold.

Marshall Wace North America first reported a position in UPBD in Q4 2017 and held it in 7 quarters. The position peaked at $29.4M in Q2 2018. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

Marshall Wace North America reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
Marshall Wace North America sold 57,918 Upbound Group shares in Q1 2021, an estimated $2.22M.
Marshall Wace North America first reported a position in Upbound Group in Q4 2017 and held it in 7 quarters.
Marshall Wace North America's Upbound Group position peaked at $29.4M in Q2 2018.
269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Marshall Wace North America's 13F filing for Q1 2021, filed 17 May 2021.