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Oberweis Asset Management’s Upbound Group UPBD Stock Holding History

Oberweis 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
2019
Q4 		– Sell
-38,200
Closed -$985K – 224
2019
Q3 		$985K Hold
38,200
– – 0.22% 68
2019
Q2 		$1.02M Buy
+38,200
New +$908K 0.18% 74

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Oberweis Asset Management's UPBD Position: Q4 2019 in Review

Oberweis Asset Management sold out of Upbound Group (UPBD) in Q4 2019, closing a stake of 38,200 shares — an estimated $985K sold.

Oberweis Asset Management first reported a position in UPBD in Q2 2019 and held it in 2 quarters. The position peaked at $1.02M in Q2 2019. 221 funds tracked by Wall St. Rank hold UPBD as of Q4 2019.

  • Oberweis Asset Management reported no remaining Upbound Group position as of Q4 2019 after selling out during the quarter.
  • Oberweis Asset Management sold 38,200 Upbound Group shares in Q4 2019, an estimated $985K.
  • Oberweis Asset Management first reported a position in Upbound Group in Q2 2019 and held it in 2 quarters.
  • Oberweis Asset Management's Upbound Group position peaked at $1.02M in Q2 2019.
  • 221 funds tracked by Wall St. Rank held Upbound Group as of Q4 2019.

Based on Oberweis Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.