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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 – 461
2020
Q1 		$554K Buy
+39,169
New +$943K 0.02% 352
2019
Q2 		– Sell
-70,658
Closed -$1.48M – 668
2019
Q1 		$1.48M Buy
+70,658
New +$1.3M 0.03% 338
2018
Q4 		– Sell
-238,286
Closed -$3.43M – 643
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return