Mizuho Securities USA’s Upbound Group UPBD Stock Holding History

Mizuho Securities USA’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	-98,300	Closed	-$848K	–	225
2018 Q1	$848K	Buy	+98,300	New	+$944K	0.05%	82

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

Mizuho Securities USA's UPBD Position: Q2 2018 in Review

Mizuho Securities USA sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 98,300 shares — an estimated $848K sold.

Mizuho Securities USA first reported a position in UPBD in Q1 2018 and held it in 1 quarter. The position peaked at $848K in Q1 2018. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

Mizuho Securities USA reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
Mizuho Securities USA sold 98,300 Upbound Group shares in Q2 2018, an estimated $848K.
Mizuho Securities USA first reported a position in Upbound Group in Q1 2018 and held it in 1 quarter.
Mizuho Securities USA's Upbound Group position peaked at $848K in Q1 2018.
166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Mizuho Securities USA's 13F filing for Q2 2018, filed 23 Jul 2018.