QI
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QS Investors’s Upbound Group UPBD Stock Holding History

QS Investors’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
Q2 		$531K Sell
10,000
-150
-1% -$8.71K 0.01% 713
2021
Q1 		$586K Sell
10,150
-18,061
-64% -$945K 0.01% 733
2020
Q4 		$1.08M Hold
28,211
– – 0.01% 478
2020
Q3 		$844K Sell
28,211
-83,300
-75% -$2.46M 0.01% 496
2020
Q2 		$3.1M Hold
111,511
– – 0.04% 334
2020
Q1 		$1.58M Sell
111,511
-11,903
-10% -$286K 0.03% 505
2019
Q4 		$3.51M Sell
123,414
-1,500
-1% -$39.2K 0.04% 394
2019
Q3 		$3.22M Buy
124,914
+90,800
+266% +$2.38M 0.04% 402
2019
Q2 		$909K Buy
34,114
+19,600
+135% +$466K 0.01% 822
2019
Q1 		$303K Hold
14,514
– – ﹤0.01% 1116
2018
Q4 		$235K Hold
14,514
– – ﹤0.01% 1088
2018
Q3 		$209K Hold
14,514
– – ﹤0.01% 1193
2018
Q2 		$214K Buy
14,514
+1,224
+9% +$13.3K ﹤0.01% 1191
2018
Q1 		$115K Buy
13,290
+1,042
+9% +$10K ﹤0.01% 1349
2017
Q4 		$136K Sell
12,248
-5,750
-32% -$63K ﹤0.01% 1323
2017
Q3 		$207K Hold
17,998
– – ﹤0.01% 1209
2017
Q2 		$211K Sell
17,998
-211,332
-92% -$2.39M ﹤0.01% 1193
2017
Q1 		$2.03M Hold
229,330
– – 0.02% 602
2016
Q4 		$2.58M Sell
229,330
-56,018
-20% -$624K 0.02% 549
2016
Q3 		$3.61M Sell
285,348
-369,586
-56% -$4.62M 0.03% 483
2016
Q2 		$8.04M Buy
654,934
+379,000
+137% +$5.1M 0.07% 255
2016
Q1 		$4.37M Buy
275,934
+6,517
+2% +$86.9K 0.04% 434
2015
Q4 		$4.03M Buy
269,417
+94,446
+54% +$1.8M 0.04% 464
2015
Q3 		$4.24M Buy
174,971
+173,427
+11,232% +$4.66M 0.04% 412
2015
Q2 		$44K Buy
1,544
+609
+65% +$18.3K ﹤0.01% 1278
2015
Q1 		$26K Sell
935
-49,869
-98% -$1.52M ﹤0.01% 1311
2014
Q4 		$1.85M Buy
+50,804
New +$1.64M 0.02% 603

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QS Investors's UPBD Position: Q2 2021 in Review

QS Investors reduced its Upbound Group (UPBD) stake by 1.5% in Q2 2021, selling an estimated $8.71K and leaving 10,000 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #713.

QS Investors first reported a position in UPBD in Q4 2014 and has held it in 27 quarters since. The position peaked at $8.04M in Q2 2016. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • QS Investors held 10,000 shares of Upbound Group worth $531K as of Q2 2021.
  • QS Investors sold 150 Upbound Group shares in Q2 2021, an estimated $8.71K.
  • Upbound Group made up 0.01% of QS Investors's portfolio in Q2 2021, its #713 holding.
  • QS Investors first reported a position in Upbound Group in Q4 2014 and has held it in 27 quarters since.
  • QS Investors's Upbound Group position peaked at $8.04M in Q2 2016.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.