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
-300
Closed -$9K – 3186
2020
Q3 		$9K Buy
+300
New +$8.87K ﹤0.01% 2979
2018
Q2 		– Sell
-800,000
Closed -$6.9M – 3335
2018
Q1 		$6.9M Buy
800,000
+750,000
+1,500% +$7.2M 0.01% 445
2017
Q4 		$555K Buy
+50,000
New +$547K ﹤0.01% 1470
2015
Q4 		– Sell
-1,400
Closed -$34K – 3930
2015
Q3 		$34K Buy
1,400
+800
+133% +$21.5K ﹤0.01% 2276
2015
Q2 		$17K Sell
600
-300
-33% -$9K ﹤0.01% 2992
2015
Q1 		$25K Sell
900
-3,000
-77% -$91.4K ﹤0.01% 3476
2014
Q4 		$142K Buy
3,900
+2,800
+255% +$90.2K ﹤0.01% 3153
2014
Q3 		$33K Buy
1,100
+200
+22% +$5.38K ﹤0.01% 3526
2014
Q2 		$26K Buy
900
+100
+13% +$2.83K ﹤0.01% 3345
2014
Q1 		$21K Sell
800
-2,000
-71% -$54.2K ﹤0.01% 2779
2013
Q4 		$94K Buy
2,800
+1,000
+56% +$34.6K ﹤0.01% 1868
2013
Q3 		$68K Buy
+1,800
New +$69.4K ﹤0.01% 1657

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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.