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Putnam Investments’s Upbound Group UPBD Stock Holding History

Putnam 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
2018
Q2 		– Sell
-64,700
Closed -$558K – 1194
2018
Q1 		$558K Buy
+64,700
New +$621K ﹤0.01% 939
2017
Q4 		– Sell
-194,725
Closed -$2.23M – 1170
2017
Q3 		$2.23M Buy
+194,725
New +$2.41M 0.01% 735
2015
Q4 		– Sell
-21,843
Closed -$530K – 1490
2015
Q3 		$530K Hold
21,843
– – ﹤0.01% 1328
2015
Q2 		$619K Buy
+21,843
New +$655K ﹤0.01% 1315

Other funds holding UPBD

EC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return