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NumerixS Investment Technologies’s Upbound Group UPBD Stock Holding History

NumerixS Investment Technologies’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
2020
Q2 		– Sell
-3,016
Closed -$43K – 1301
2020
Q1 		$43K Buy
+3,016
New +$72.6K 0.02% 640
2019
Q2 		– Sell
-18,024
Closed -$380K – 1357
2019
Q1 		$380K Buy
+18,024
New +$332K 0.05% 441
2018
Q4 		– Sell
-3,900
Closed -$56K – 1384
2018
Q3 		$56K Sell
3,900
-49,200
-93% -$723K 0.01% 948
2018
Q2 		$781K Buy
53,100
+51,601
+3,442% +$559K 0.18% 158
2018
Q1 		$13K Sell
1,499
-6,601
-81% -$63.4K ﹤0.01% 965
2017
Q4 		$90K Buy
+8,100
New +$88.7K 0.02% 727
2017
Q1 		– Sell
-4,200
Closed -$47K – 1390
2016
Q4 		$47K Sell
4,200
-22,700
-84% -$253K 0.01% 971
2016
Q3 		$340K Sell
26,900
-4,200
-14% -$52.5K 0.04% 501
2016
Q2 		$382K Buy
31,100
+9,900
+47% +$133K 0.05% 496
2016
Q1 		$336K Sell
21,200
-16,800
-44% -$224K 0.04% 606
2015
Q4 		$569K Buy
+38,000
New +$726K 0.07% 380
2015
Q3 		– Sell
-27,700
Closed -$785K – 781
2015
Q2 		$785K Buy
+27,700
New +$831K 0.11% 246

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

NumerixS Investment Technologies's UPBD Position: Q2 2020 in Review

NumerixS Investment Technologies sold out of Upbound Group (UPBD) in Q2 2020, closing a stake of 3,016 shares — an estimated $43K sold.

NumerixS Investment Technologies first reported a position in UPBD in Q2 2015 and held it in 12 quarters. The position peaked at $785K in Q2 2015. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

  • NumerixS Investment Technologies reported no remaining Upbound Group position as of Q2 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 3,016 Upbound Group shares in Q2 2020, an estimated $43K.
  • NumerixS Investment Technologies first reported a position in Upbound Group in Q2 2015 and held it in 12 quarters.
  • NumerixS Investment Technologies's Upbound Group position peaked at $785K in Q2 2015.
  • 207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on NumerixS Investment Technologies's 13F filing for Q2 2020, filed 13 Aug 2020.