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Spark Investment Management’s Upbound Group UPBD Stock Holding History

Spark Investment 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
Q2 		– Sell
-332,700
Closed -$2.87M – 734
2018
Q1 		$2.87M Sell
332,700
-57,900
-15% -$556K 0.18% 181
2017
Q4 		$4.33M Buy
390,600
+62,700
+19% +$686K 0.23% 134
2017
Q3 		$3.76M Buy
+327,900
New +$4.05M 0.2% 177
2016
Q2 		– Sell
-115,400
Closed -$1.83M – 847
2016
Q1 		$1.83M Buy
+115,400
New +$1.54M 0.18% 182

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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spark Investment Management's UPBD Position: Q2 2018 in Review

Spark Investment Management sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 332,700 shares — an estimated $2.87M sold.

Spark Investment Management first reported a position in UPBD in Q1 2016 and held it in 4 quarters. The position peaked at $4.33M in Q4 2017. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

  • Spark Investment Management reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
  • Spark Investment Management sold 332,700 Upbound Group shares in Q2 2018, an estimated $2.87M.
  • Spark Investment Management first reported a position in Upbound Group in Q1 2016 and held it in 4 quarters.
  • Spark Investment Management's Upbound Group position peaked at $4.33M in Q4 2017.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Spark Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.