Neuburgh Advisers’s Upbound Group UPBD Stock Holding History

Neuburgh Advisers’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
2019 Q3	$252K	Hold	9,792	–	–	0.01%	624
2019 Q2	$261K	Hold	9,792	–	–	0.01%	619
2019 Q1	$204K	Buy	+9,792	New	+$180K	0.01%	668
2018 Q2	–	Sell	-7,990	Closed	-$69K	–	903
2018 Q1	$69K	Buy	7,990 +340	+4%	+$3.27K	﹤0.01%	827
2017 Q4	$85K	Sell	7,650 -884	-10%	-$9.68K	﹤0.01%	811
2017 Q3	$98K	Buy	8,534 +1,496	+21%	+$18.5K	﹤0.01%	759
2017 Q2	$82K	Buy	7,038 +3,264	+86%	+$36.9K	﹤0.01%	771
2017 Q1	$33K	Sell	3,774 -204	-5%	-$1.85K	﹤0.01%	820
2016 Q4	$45K	Buy	+3,978	New	+$44.3K	﹤0.01%	758

Other funds holding UPBD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuburgh Advisers's UPBD Position: Q3 2019 in Review

Neuburgh Advisers held its Upbound Group (UPBD) position steady in Q3 2019 at 9,792 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #624.

Neuburgh Advisers first reported a position in UPBD in Q4 2016 and has held it in 9 quarters since. The position peaked at $261K in Q2 2019. 223 funds tracked by Wall St. Rank hold UPBD as of Q3 2019.

Neuburgh Advisers held 9,792 shares of Upbound Group worth $252K as of Q3 2019.
Neuburgh Advisers left its Upbound Group share count unchanged in Q3 2019.
Upbound Group made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #624 holding.
Neuburgh Advisers first reported a position in Upbound Group in Q4 2016 and has held it in 9 quarters since.
Neuburgh Advisers's Upbound Group position peaked at $261K in Q2 2019.
223 funds tracked by Wall St. Rank held Upbound Group as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.