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Oasis Management Company’s Upbound Group UPBD Stock Holding History

Oasis Management Company’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
Q1 		– Sell
-248,400
Closed -$2.76M – 23
2017
Q4 		$2.76M Buy
+248,400
New +$2.72M 3.4% 4
2017
Q2 		– Sell
-850,300
Closed -$7.54M – 39
2017
Q1 		$7.54M Buy
+850,300
New +$7.73M 3.1% 8

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Oasis Management Company's UPBD Position: Q1 2018 in Review

Oasis Management Company sold out of Upbound Group (UPBD) in Q1 2018, closing a stake of 248,400 shares — an estimated $2.76M sold.

Oasis Management Company first reported a position in UPBD in Q1 2017 and held it in 2 quarters. The position peaked at $7.54M in Q1 2017. 182 funds tracked by Wall St. Rank hold UPBD as of Q1 2018.

  • Oasis Management Company reported no remaining Upbound Group position as of Q1 2018 after selling out during the quarter.
  • Oasis Management Company sold 248,400 Upbound Group shares in Q1 2018, an estimated $2.76M.
  • Oasis Management Company first reported a position in Upbound Group in Q1 2017 and held it in 2 quarters.
  • Oasis Management Company's Upbound Group position peaked at $7.54M in Q1 2017.
  • 182 funds tracked by Wall St. Rank held Upbound Group as of Q1 2018.

Based on Oasis Management Company's 13F filing for Q1 2018, filed 15 May 2018.