Parallax Volatility Advisers
UPBD icon

Parallax Volatility Advisers’s Upbound Group UPBD Stock Holding History

Parallax Volatility Advisers’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
Q4 		– Sell
-13,580
Closed -$406K – 3530
2020
Q3 		$406K Buy
+13,580
New +$402K ﹤0.01% 2319
2019
Q3 		– Sell
-27,944
Closed -$744K – 3504
2019
Q2 		$744K Buy
27,944
+17,755
+174% +$422K ﹤0.01% 1379
2019
Q1 		$213K Sell
10,189
-152,859
-94% -$2.82M ﹤0.01% 1869
2018
Q4 		$2.64M Buy
+163,048
New +$2.37M ﹤0.01% 951
2018
Q1 		– Sell
-6,762
Closed -$64.9K – 4253
2017
Q4 		$75K Buy
6,762
+4,190
+163% +$45.9K ﹤0.01% 2972
2017
Q3 		$30K Buy
+2,572
New +$31.8K ﹤0.01% 1681
2017
Q2 		– Sell
-1,363
Closed -$12K – 4010
2017
Q1 		$12K Buy
+1,363
New +$12.4K ﹤0.01% 3136
2016
Q1 		– Sell
-348
Closed -$5K – 3711
2015
Q4 		$5K Buy
348
+282
+427% +$5.39K ﹤0.01% 2754
2015
Q3 		$2K Sell
66
-1,096
-94% -$29.4K ﹤0.01% 2719
2015
Q2 		$33K Buy
1,162
+705
+154% +$21.2K ﹤0.01% 2720
2015
Q1 		$13K Sell
457
-1,217
-73% -$37.1K ﹤0.01% 3827
2014
Q4 		$61K Buy
1,674
+19
+1% +$612 ﹤0.01% 3826
2014
Q3 		$50K Buy
1,655
+704
+74% +$18.9K ﹤0.01% 3311
2014
Q2 		$27K Buy
951
+672
+241% +$19K ﹤0.01% 3326
2014
Q1 		$7K Sell
279
-261
-48% -$7.07K ﹤0.01% 3138
2013
Q4 		$18K Buy
+540
New +$18.7K ﹤0.01% 2766

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parallax Volatility Advisers's UPBD Position: Q4 2020 in Review

Parallax Volatility Advisers sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 13,580 shares — an estimated $406K sold.

Parallax Volatility Advisers first reported a position in UPBD in Q4 2013 and held it in 16 quarters. The position peaked at $2.64M in Q4 2018. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Parallax Volatility Advisers reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Parallax Volatility Advisers sold 13,580 Upbound Group shares in Q4 2020, an estimated $406K.
  • Parallax Volatility Advisers first reported a position in Upbound Group in Q4 2013 and held it in 16 quarters.
  • Parallax Volatility Advisers's Upbound Group position peaked at $2.64M in Q4 2018.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Parallax Volatility Advisers's 13F filing for Q4 2020, filed 16 Feb 2021.