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Perella Weinberg Partners Capital Management’s Upbound Group UPBD Stock Holding History

Perella Weinberg Partners Capital Management’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
-394,741
Closed -$5.68M – 217
2018
Q3 		$5.68M Sell
394,741
-10,637
-3% -$156K 0.26% 100
2018
Q2 		$5.97M Buy
+405,378
New +$4.39M 0.26% 97

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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 $896M AUM 107.59% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $240B AUM 35.51% 1-Year Est. Return

Perella Weinberg Partners Capital Management's UPBD Position: Q4 2018 in Review

Perella Weinberg Partners Capital Management sold out of Upbound Group (UPBD) in Q4 2018, closing a stake of 394,741 shares — an estimated $5.68M sold.

Perella Weinberg Partners Capital Management first reported a position in UPBD in Q2 2018 and held it in 2 quarters. The position peaked at $5.97M in Q2 2018. 176 funds tracked by Wall St. Rank hold UPBD as of Q4 2018.

  • Perella Weinberg Partners Capital Management reported no remaining Upbound Group position as of Q4 2018 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 394,741 Upbound Group shares in Q4 2018, an estimated $5.68M.
  • Perella Weinberg Partners Capital Management first reported a position in Upbound Group in Q2 2018 and held it in 2 quarters.
  • Perella Weinberg Partners Capital Management's Upbound Group position peaked at $5.97M in Q2 2018.
  • 176 funds tracked by Wall St. Rank held Upbound Group as of Q4 2018.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.