Ontario Teachers' Pension Plan Board’s Upbound Group UPBD Stock Holding History

Ontario Teachers' Pension Plan Board’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	-39,169	Closed	-$554K	–	458
2020 Q1	$554K	Buy	+39,169	New	+$943K	0.01%	352
2019 Q2	–	Sell	-70,658	Closed	-$1.48M	–	665
2019 Q1	$1.48M	Buy	+70,658	New	+$1.3M	0.03%	338
2018 Q4	–	Sell	-238,286	Closed	-$3.43M	–	642
2018 Q3	$3.43M	Buy	238,286 +38,286	+19%	+$563K	0.05%	236
2018 Q2	$2.94M	Buy	+200,000	New	+$2.17M	0.04%	266
2015 Q1	–	Sell	-7,069	Closed	-$257K	–	728
2014 Q4	$257K	Sell	7,069 -3,723	-34%	-$120K	﹤0.01%	661
2014 Q3	$328K	Buy	+10,792	New	+$290K	﹤0.01%	630

Other funds holding UPBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ontario Teachers' Pension Plan Board's UPBD Position: Q2 2020 in Review

Ontario Teachers' Pension Plan Board sold out of Upbound Group (UPBD) in Q2 2020, closing a stake of 39,169 shares — an estimated $554K sold.

Ontario Teachers' Pension Plan Board first reported a position in UPBD in Q3 2014 and held it in 6 quarters. The position peaked at $3.43M in Q3 2018. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

Ontario Teachers' Pension Plan Board reported no remaining Upbound Group position as of Q2 2020 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 39,169 Upbound Group shares in Q2 2020, an estimated $554K.
Ontario Teachers' Pension Plan Board first reported a position in Upbound Group in Q3 2014 and held it in 6 quarters.
Ontario Teachers' Pension Plan Board's Upbound Group position peaked at $3.43M in Q3 2018.
207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2020, filed 11 Aug 2020.