Pathstone Family Office
UPBD icon

Pathstone Family Office’s Upbound Group UPBD Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-5
Closed – – 1315
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1341
2020
Q3 		$0 Sell
5
-5
-50% -$148 ﹤0.01% 1000
2020
Q2 		$0 Buy
+10
New +$222 ﹤0.01% 975

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hood River Capital Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Family Office's UPBD Position: Q1 2021 in Review

Pathstone Family Office sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 5 shares.

Pathstone Family Office first reported a position in UPBD in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Pathstone Family Office reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 5 Upbound Group shares in Q1 2021.
  • Pathstone Family Office first reported a position in Upbound Group in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Upbound Group position peaked at $0 in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.