PI
UPBD icon

PineBridge Investments’s Upbound Group UPBD Stock Holding History

PineBridge Investments’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
-29,955
Closed -$864K – 1019
2019
Q4 		$864K Sell
29,955
-16,252
-35% -$425K 0.01% 641
2019
Q3 		$1.19M Buy
46,207
+3,149
+7% +$82.7K 0.02% 675
2019
Q2 		$1.15M Sell
43,058
-21,447
-33% -$510K 0.02% 617
2019
Q1 		$1.35M Buy
64,505
+13,358
+26% +$246K 0.03% 458
2018
Q4 		$828K Sell
51,147
-19,259
-27% -$280K 0.02% 564
2018
Q3 		$1.01M Sell
70,406
-12,984
-16% -$191K 0.02% 593
2018
Q2 		$1.23M Sell
83,390
-9,394
-10% -$102K 0.03% 553
2018
Q1 		$801K Buy
92,784
+15,762
+20% +$151K 0.02% 621
2017
Q4 		$855K Sell
77,022
-4,808
-6% -$52.6K 0.02% 621
2017
Q3 		$940K Buy
81,830
+33
+0% +$408 0.02% 570
2017
Q2 		$959K Buy
81,797
+9,569
+13% +$108K 0.03% 514
2017
Q1 		$640K Buy
72,228
+23,416
+48% +$213K 0.02% 611
2016
Q4 		$550K Buy
48,812
+42,058
+623% +$468K 0.02% 617
2016
Q3 		$85K Buy
6,754
+267
+4% +$3.34K ﹤0.01% 829
2016
Q2 		$80K Hold
6,487
– – ﹤0.01% 848
2016
Q1 		$103K Buy
+6,487
New +$86.5K 0.01% 714

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

PineBridge Investments's UPBD Position: Q1 2020 in Review

PineBridge Investments sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 29,955 shares — an estimated $864K sold.

PineBridge Investments first reported a position in UPBD in Q1 2016 and held it in 16 quarters. The position peaked at $1.35M in Q1 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

  • PineBridge Investments reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
  • PineBridge Investments sold 29,955 Upbound Group shares in Q1 2020, an estimated $864K.
  • PineBridge Investments first reported a position in Upbound Group in Q1 2016 and held it in 16 quarters.
  • PineBridge Investments's Upbound Group position peaked at $1.35M in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on PineBridge Investments's 13F filing for Q1 2020, filed 14 May 2020.