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Piedmont Investment Advisors’s Upbound Group UPBD Stock Holding History

Piedmont Investment Advisors’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
2019
Q2 		– Sell
-11,112
Closed -$232K – 1256
2019
Q1 		$232K Buy
11,112
+543
+5% +$10K 0.01% 985
2018
Q4 		$171K Buy
10,569
+339
+3% +$4.92K 0.01% 964
2018
Q3 		$147K Sell
10,230
-2,060
-17% -$30.3K 0.01% 1010
2018
Q2 		$181K Buy
12,290
+874
+8% +$9.47K 0.01% 884
2018
Q1 		$99K Buy
11,416
+458
+4% +$4.4K ﹤0.01% 754
2017
Q4 		$122K Sell
10,958
-653
-6% -$7.15K ﹤0.01% 744
2017
Q3 		$133K Sell
11,611
-2
-0% -$25 ﹤0.01% 750
2017
Q2 		$136K Buy
+11,613
New +$131K ﹤0.01% 729

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Piedmont Investment Advisors's UPBD Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 11,112 shares — an estimated $232K sold.

Piedmont Investment Advisors first reported a position in UPBD in Q2 2017 and held it in 8 quarters. The position peaked at $232K in Q1 2019. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 11,112 Upbound Group shares in Q2 2019, an estimated $232K.
  • Piedmont Investment Advisors first reported a position in Upbound Group in Q2 2017 and held it in 8 quarters.
  • Piedmont Investment Advisors's Upbound Group position peaked at $232K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.