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Oxford Asset Management’s Upbound Group UPBD Stock Holding History

Oxford 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
-134,599
Closed -$3.47M – 2113
2019
Q3 		$3.47M Sell
134,599
-15,062
-10% -$396K 0.09% 289
2019
Q2 		$3.98M Sell
149,661
-35,679
-19% -$848K 0.09% 334
2019
Q1 		$3.87M Buy
185,340
+112,482
+154% +$2.07M 0.09% 270
2018
Q4 		$1.18M Buy
+72,858
New +$1.06M 0.03% 779

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EC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return