Sumitomo Mitsui Trust Group
UPBD icon

Sumitomo Mitsui Trust Group’s Upbound Group UPBD Stock Holding History

Sumitomo Mitsui Trust Group’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
Q2 		– Sell
-33,166
Closed -$469K – 1145
2020
Q1 		$469K Buy
33,166
+8,387
+34% +$202K ﹤0.01% 1006
2019
Q4 		$707K Buy
24,779
+10,637
+75% +$278K ﹤0.01% 989
2019
Q3 		$365K Sell
14,142
-3,677
-21% -$96.6K ﹤0.01% 1019
2019
Q2 		$475K Buy
+17,819
New +$423K ﹤0.01% 938

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EC
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UPBD Position: Q2 2020 in Review

Sumitomo Mitsui Trust Group sold out of Upbound Group (UPBD) in Q2 2020, closing a stake of 33,166 shares — an estimated $469K sold.

Sumitomo Mitsui Trust Group first reported a position in UPBD in Q2 2019 and held it in 4 quarters. The position peaked at $707K in Q4 2019. 207 funds tracked by Wall St. Rank hold UPBD as of Q2 2020.

  • Sumitomo Mitsui Trust Group reported no remaining Upbound Group position as of Q2 2020 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 33,166 Upbound Group shares in Q2 2020, an estimated $469K.
  • Sumitomo Mitsui Trust Group first reported a position in Upbound Group in Q2 2019 and held it in 4 quarters.
  • Sumitomo Mitsui Trust Group's Upbound Group position peaked at $707K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held Upbound Group as of Q2 2020.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2020, filed 27 Jul 2020.