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Monarch Partners Asset Management’s Upbound Group UPBD Stock Holding History

Monarch Partners Asset 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
2021
Q4 		– Sell
-108,788
Closed -$6.12M – 176
2021
Q3 		$6.12M Sell
108,788
-38,435
-26% -$2.26M 0.89% 48
2021
Q2 		$7.81M Buy
+147,223
New +$8.55M 1.12% 31

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monarch Partners Asset Management's UPBD Position: Q4 2021 in Review

Monarch Partners Asset Management sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 108,788 shares — an estimated $6.12M sold.

Monarch Partners Asset Management first reported a position in UPBD in Q2 2021 and held it in 2 quarters. The position peaked at $7.81M in Q2 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Monarch Partners Asset Management reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 108,788 Upbound Group shares in Q4 2021, an estimated $6.12M.
  • Monarch Partners Asset Management first reported a position in Upbound Group in Q2 2021 and held it in 2 quarters.
  • Monarch Partners Asset Management's Upbound Group position peaked at $7.81M in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Monarch Partners Asset Management's 13F filing for Q4 2021, filed 3 Feb 2022.