S. Muoio & Co’s Upbound Group UPBD Stock Holding History

S. Muoio & Co’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
2019 Q1	–	Sell	-15,290	Closed	-$248K	–	67
2018 Q4	$248K	Sell	15,290 -4,710	-24%	-$68.4K	0.22%	62
2018 Q3	$288K	Buy	+20,000	New	+$294K	0.13%	84

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

S. Muoio & Co's UPBD Position: Q1 2019 in Review

S. Muoio & Co sold out of Upbound Group (UPBD) in Q1 2019, closing a stake of 15,290 shares — an estimated $248K sold.

S. Muoio & Co first reported a position in UPBD in Q3 2018 and held it in 2 quarters. The position peaked at $288K in Q3 2018. 202 funds tracked by Wall St. Rank hold UPBD as of Q1 2019.

S. Muoio & Co reported no remaining Upbound Group position as of Q1 2019 after selling out during the quarter.
S. Muoio & Co sold 15,290 Upbound Group shares in Q1 2019, an estimated $248K.
S. Muoio & Co first reported a position in Upbound Group in Q3 2018 and held it in 2 quarters.
S. Muoio & Co's Upbound Group position peaked at $288K in Q3 2018.
202 funds tracked by Wall St. Rank held Upbound Group as of Q1 2019.

Based on S. Muoio & Co's 13F filing for Q1 2019, filed 9 May 2019.