PSUF
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People's United Financial’s Upbound Group UPBD Stock Holding History

People's United Financial’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
Q1 		– Sell
-15,587
Closed -$449K – 734
2019
Q4 		$449K Sell
15,587
-68,091
-81% -$1.78M 0.01% 535
2019
Q3 		$2.16M Buy
+83,678
New +$2.2M 0.06% 234

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

People's United Financial's UPBD Position: Q1 2020 in Review

People's United Financial sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 15,587 shares — an estimated $449K sold.

People's United Financial first reported a position in UPBD in Q3 2019 and held it in 2 quarters. The position peaked at $2.16M in Q3 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • People's United Financial reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • People's United Financial sold 15,587 Upbound Group shares in Q1 2020, an estimated $449K.
  • People's United Financial first reported a position in Upbound Group in Q3 2019 and held it in 2 quarters.
  • People's United Financial's Upbound Group position peaked at $2.16M in Q3 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.