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Pomelo Capital’s Upbound Group UPBD Stock Holding History

Pomelo Capital’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
Q3 		$8.31M Hold
577,800
– – 0.8% 33
2018
Q2 		$8.51M Buy
577,800
+501,700
+659% +$5.44M 0.83% 29
2018
Q1 		$762K Buy
+76,100
New +$731K 0.04% 91

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Pomelo Capital's UPBD Position: Q3 2018 in Review

Pomelo Capital held its Upbound Group (UPBD) position steady in Q3 2018 at 81,934 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #54.

Pomelo Capital first reported a position in UPBD in Q2 2018 and has held it in 2 quarters since. The position peaked at $1.21M in Q2 2018. 180 funds tracked by Wall St. Rank hold UPBD as of Q3 2018.

  • Pomelo Capital held 81,934 shares of Upbound Group worth $1.18M as of Q3 2018.
  • Pomelo Capital left its Upbound Group share count unchanged in Q3 2018.
  • Upbound Group made up 0.11% of Pomelo Capital's portfolio in Q3 2018, its #54 holding.
  • Pomelo Capital first reported a position in Upbound Group in Q2 2018 and has held it in 2 quarters since.
  • Pomelo Capital's Upbound Group position peaked at $1.21M in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Upbound Group as of Q3 2018.

Based on Pomelo Capital's 13F filing for Q3 2018, filed 14 Nov 2018.