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Scopus Asset Management’s Upbound Group UPBD Stock Holding History

Scopus 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
2018
Q1 		– Sell
-500,000
Closed -$5.55M – 378
2017
Q4 		$5.55M Buy
+500,000
New +$5.47M 0.05% 252

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Scopus Asset Management's UPBD Position: Q1 2015 in Review

Scopus Asset Management sold out of Upbound Group (UPBD) in Q1 2015, closing a stake of 425,000 shares — an estimated $15.4M sold.

Scopus Asset Management first reported a position in UPBD in Q4 2014 and held it in 1 quarter. The position peaked at $15.4M in Q4 2014. 188 funds tracked by Wall St. Rank hold UPBD as of Q1 2015.

  • Scopus Asset Management reported no remaining Upbound Group position as of Q1 2015 after selling out during the quarter.
  • Scopus Asset Management sold 425,000 Upbound Group shares in Q1 2015, an estimated $15.4M.
  • Scopus Asset Management first reported a position in Upbound Group in Q4 2014 and held it in 1 quarter.
  • Scopus Asset Management's Upbound Group position peaked at $15.4M in Q4 2014.
  • 188 funds tracked by Wall St. Rank held Upbound Group as of Q1 2015.

Based on Scopus Asset Management's 13F filing for Q1 2015, filed 14 May 2015.