Springowl Associates’s Upbound Group UPBD Stock Holding History

Springowl Associates’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
2019 Q1	–	Sell	-25,000	Closed	-$405K	–	29
2018 Q4	$405K	Sell	25,000 -45,000	-64%	-$653K	0.58%	20
2018 Q3	$1.01M	Hold	70,000	–	–	0.82%	18
2018 Q2	$1.03M	Sell	70,000 -40,000	-36%	-$434K	0.73%	17
2018 Q1	$949K	Buy	110,000 +25,000	+29%	+$240K	0.62%	16
2017 Q4	$944K	Sell	85,000 -30,000	-26%	-$328K	0.62%	21
2017 Q3	$1.32M	Buy	+115,000	New	+$1.42M	0.87%	10

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Springowl Associates's UPBD Position: Q1 2019 in Review

Springowl Associates sold out of Upbound Group (UPBD) in Q1 2019, closing a stake of 25,000 shares — an estimated $405K sold.

Springowl Associates first reported a position in UPBD in Q3 2017 and held it in 6 quarters. The position peaked at $1.32M in Q3 2017. 202 funds tracked by Wall St. Rank hold UPBD as of Q1 2019.

Springowl Associates reported no remaining Upbound Group position as of Q1 2019 after selling out during the quarter.
Springowl Associates sold 25,000 Upbound Group shares in Q1 2019, an estimated $405K.
Springowl Associates first reported a position in Upbound Group in Q3 2017 and held it in 6 quarters.
Springowl Associates's Upbound Group position peaked at $1.32M in Q3 2017.
202 funds tracked by Wall St. Rank held Upbound Group as of Q1 2019.

Based on Springowl Associates's 13F filing for Q1 2019, filed 15 May 2019.