Sculptor Capital’s Upbound Group UPBD Stock Holding History

Sculptor Capital’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 Q3	–	Sell	-139,700	Closed	-$2.06M	–	308
2018 Q2	$2.06M	Buy	+139,700	New	+$1.51M	0.01%	156
2015 Q3	–	Sell	-171,300	Closed	-$4.86M	–	456
2015 Q2	$4.86M	Buy	+171,300	New	+$5.14M	0.01%	294

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Sculptor Capital's UPBD Position: Q3 2018 in Review

Sculptor Capital sold out of Upbound Group (UPBD) in Q3 2018, closing a stake of 135,400 shares — an estimated $1.99M sold.

Sculptor Capital first reported a position in UPBD in Q2 2018 and held it in 1 quarter. The position peaked at $1.99M in Q2 2018. 180 funds tracked by Wall St. Rank hold UPBD as of Q3 2018.

Sculptor Capital reported no remaining Upbound Group position as of Q3 2018 after selling out during the quarter.
Sculptor Capital sold 135,400 Upbound Group shares in Q3 2018, an estimated $1.99M.
Sculptor Capital first reported a position in Upbound Group in Q2 2018 and held it in 1 quarter.
Sculptor Capital's Upbound Group position peaked at $1.99M in Q2 2018.
180 funds tracked by Wall St. Rank held Upbound Group as of Q3 2018.

Based on Sculptor Capital's 13F filing for Q3 2018, filed 13 Nov 2018.