SkyOak Wealth’s Upbound Group UPBD Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-7,026	Closed	-$203K	–	297
2019 Q4	$203K	Buy	+7,026	New	+$184K	0.06%	291

Other funds holding UPBD

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

SkyOak Wealth's UPBD Position: Q1 2020 in Review

SkyOak Wealth sold out of Upbound Group (UPBD) in Q1 2020, closing a stake of 7,026 shares — an estimated $203K sold.

SkyOak Wealth first reported a position in UPBD in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2020.

SkyOak Wealth reported no remaining Upbound Group position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 7,026 Upbound Group shares in Q1 2020, an estimated $203K.
SkyOak Wealth first reported a position in Upbound Group in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Upbound Group position peaked at $203K in Q4 2019.
204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.