OC
UPBD icon

Oppenheimer & Co’s Upbound Group UPBD Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-9,419
Closed -$272K – 1331
2019
Q4 		$272K Buy
9,419
+1,548
+20% +$40.5K 0.01% 1059
2019
Q3 		$203K Sell
7,871
-1,229
-14% -$32.3K 0.01% 1135
2019
Q2 		$242K Buy
+9,100
New +$216K 0.01% 1095
2014
Q2 		– Sell
-8,230
Closed -$219K – 1482
2014
Q1 		$219K Buy
+8,230
New +$223K 0.01% 1194

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return