ST
UPBD icon

Spot Trading’s Upbound Group UPBD Stock Holding History

Spot Trading’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
2017
Q3 		$512K Buy
44,600
+17,700
+66% +$219K 0.01% 1631
2017
Q2 		$315K Buy
+26,900
New +$304K 0.01% 1919
2017
Q1 		– Sell
-10,000
Closed -$113K – 3328
2016
Q4 		$113K Buy
+10,000
New +$111K ﹤0.01% 2165
2016
Q2 		– Sell
-2,400
Closed -$38K – 3849
2016
Q1 		$38K Sell
2,400
-28,100
-92% -$375K ﹤0.01% 2892
2015
Q4 		$457K Buy
+30,500
New +$582K ﹤0.01% 1982
2015
Q3 		– Sell
-52,000
Closed -$1.47M – 4281
2015
Q2 		$1.47M Buy
52,000
+6,900
+15% +$207K 0.01% 1349
2015
Q1 		$1.24M Buy
+45,100
New +$1.37M 0.01% 1427
2014
Q3 		– Sell
-51,500
Closed -$1.48M – 4726
2014
Q2 		$1.48M Sell
51,500
-300
-0.6% -$8.48K 0.01% 1854
2014
Q1 		$1.38M Buy
+51,800
New +$1.4M 0.01% 1794

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return