SIC
UPBD icon

Salem Investment Counselors’s Upbound Group UPBD Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-3,500
Closed -$50K – 706
2019
Q1 		$50K Buy
+3,500
New +$64.5K 0.01% 291
2018
Q4 		– Sell
-3,500
Closed -$50K – 378
2018
Q3 		$50K Hold
3,500
– – 0.01% 291
2018
Q2 		$52K Hold
3,500
– – ﹤0.01% 292
2018
Q1 		$30K Hold
3,500
– – ﹤0.01% 345
2017
Q4 		$39K Hold
3,500
– – ﹤0.01% 342
2017
Q3 		$41K Buy
+3,500
New +$43.3K ﹤0.01% 326

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Salem Investment Counselors's UPBD Position: Q2 2019 in Review

Salem Investment Counselors sold out of Upbound Group (UPBD) in Q2 2019, closing a stake of 3,500 shares — an estimated $50K sold.

Salem Investment Counselors first reported a position in UPBD in Q3 2017 and held it in 6 quarters. The position peaked at $52K in Q2 2018. 211 funds tracked by Wall St. Rank hold UPBD as of Q2 2019.

  • Salem Investment Counselors reported no remaining Upbound Group position as of Q2 2019 after selling out during the quarter.
  • Salem Investment Counselors sold 3,500 Upbound Group shares in Q2 2019, an estimated $50K.
  • Salem Investment Counselors first reported a position in Upbound Group in Q3 2017 and held it in 6 quarters.
  • Salem Investment Counselors's Upbound Group position peaked at $52K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held Upbound Group as of Q2 2019.

Based on Salem Investment Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.