NERM
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New England Research & Management’s Upbound Group UPBD Stock Holding History

New England Research & 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
Q1 		– Sell
-12,625
Closed -$483K – 194
2020
Q4 		$483K Buy
+12,625
New +$429K 0.3% 102

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
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

New England Research & Management's UPBD Position: Q1 2021 in Review

New England Research & Management sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 12,625 shares — an estimated $483K sold.

New England Research & Management first reported a position in UPBD in Q4 2020 and held it in 1 quarter. The position peaked at $483K in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • New England Research & Management reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • New England Research & Management sold 12,625 Upbound Group shares in Q1 2021, an estimated $483K.
  • New England Research & Management first reported a position in Upbound Group in Q4 2020 and held it in 1 quarter.
  • New England Research & Management's Upbound Group position peaked at $483K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on New England Research & Management's 13F filing for Q1 2021, filed 16 Apr 2021.