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Seven Eight Capital’s Upbound Group UPBD Stock Holding History

Seven Eight 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
2020
Q4 		– Sell
-40,100
Closed -$1.2M – 636
2020
Q3 		$1.2M Buy
+40,100
New +$1.19M 0.26% 124
2019
Q3 		– Sell
-72,100
Closed -$1.92M – 733
2019
Q2 		$1.92M Buy
72,100
+50,300
+231% +$1.2M 0.1% 271
2019
Q1 		$455K Buy
+21,800
New +$402K 0.02% 453

Other funds holding UPBD

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Seven Eight Capital's UPBD Position: Q4 2020 in Review

Seven Eight Capital sold out of Upbound Group (UPBD) in Q4 2020, closing a stake of 40,100 shares — an estimated $1.2M sold.

Seven Eight Capital first reported a position in UPBD in Q1 2019 and held it in 3 quarters. The position peaked at $1.92M in Q2 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2020.

  • Seven Eight Capital reported no remaining Upbound Group position as of Q4 2020 after selling out during the quarter.
  • Seven Eight Capital sold 40,100 Upbound Group shares in Q4 2020, an estimated $1.2M.
  • Seven Eight Capital first reported a position in Upbound Group in Q1 2019 and held it in 3 quarters.
  • Seven Eight Capital's Upbound Group position peaked at $1.92M in Q2 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2020.

Based on Seven Eight Capital's 13F filing for Q4 2020, filed 9 Feb 2021.