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Pacifica Capital Investments’s Upbound Group UPBD Stock Holding History

Pacifica Capital Investments’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
2018
Q4 		– Sell
-153,690
Closed -$2.21M – 24
2018
Q3 		$2.21M Sell
153,690
-1,700
-1% -$25K 1.16% 12
2018
Q2 		$2.29M Buy
+155,390
New +$1.68M 1.31% 11

Other funds holding UPBD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacifica Capital Investments's UPBD Position: Q4 2018 in Review

Pacifica Capital Investments sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 153,690 shares — an estimated $2.21M sold.

Pacifica Capital Investments first reported a position in UPBD in Q2 2018 and held it in 2 quarters. The position peaked at $2.29M in Q2 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • Pacifica Capital Investments reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • Pacifica Capital Investments sold 153,690 Upbound Group shares in Q4 2018, an estimated $2.21M.
  • Pacifica Capital Investments first reported a position in Upbound Group in Q2 2018 and held it in 2 quarters.
  • Pacifica Capital Investments's Upbound Group position peaked at $2.29M in Q2 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on Pacifica Capital Investments's 13F filing for Q4 2018, filed 8 Feb 2019.