PAM
UPBD icon

Premier Asset Management’s Upbound Group UPBD Stock Holding History

Premier Asset 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
2021
Q4 		– Sell
-3,789
Closed -$213K – 162
2021
Q3 		$213K Sell
3,789
-11,976
-76% -$705K 0.03% 146
2021
Q2 		$837K Buy
15,765
+3,451
+28% +$200K 0.12% 105
2021
Q1 		$710K Sell
12,314
-13,363
-52% -$699K 0.13% 102
2020
Q4 		$984K Buy
25,677
+2,366
+10% +$80.3K 0.2% 74
2020
Q3 		$697K Buy
23,311
+16,121
+224% +$477K 0.18% 71
2020
Q2 		$200K Buy
+7,190
New +$160K 0.07% 119
2018
Q2 		– Sell
-41,135
Closed -$354K – 130
2018
Q1 		$354K Buy
+41,135
New +$395K 0.08% 101

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return