SCM
UPBD icon

Stevens Capital Management’s Upbound Group UPBD Stock Holding History

Stevens Capital 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
2017
Q3 		– Sell
-26,937
Closed -$316K – 1091
2017
Q2 		$316K Buy
26,937
+9,601
+55% +$109K 0.01% 665
2017
Q1 		$154K Buy
+17,336
New +$158K 0.01% 793
2016
Q4 		– Sell
-17,344
Closed -$219K – 1119
2016
Q3 		$219K Sell
17,344
-39,994
-70% -$500K 0.01% 790
2016
Q2 		$704K Buy
+57,338
New +$772K 0.03% 490
2015
Q4 		– Sell
-15,340
Closed -$372K – 1154
2015
Q3 		$372K Sell
15,340
-5,650
-27% -$152K 0.02% 621
2015
Q2 		$595K Buy
+20,990
New +$630K 0.02% 571
2014
Q3 		– Sell
-13,396
Closed -$384K – 1260
2014
Q2 		$384K Buy
+13,396
New +$379K 0.01% 740
2014
Q1 		– Sell
-29,127
Closed -$971K – 1336
2013
Q4 		$971K Buy
+29,127
New +$1.01M 0.03% 485

Other funds holding UPBD

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $12B 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