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Systematic Financial Management’s Upbound Group UPBD Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-9,515
Closed -$265K – 445
2020
Q2 		$265K Sell
9,515
-4,180
-31% -$92.9K 0.01% 414
2020
Q1 		$194K Sell
13,695
-4,410
-24% -$106K 0.01% 400
2019
Q4 		$522K Buy
18,105
+3,390
+23% +$88.6K 0.02% 408
2019
Q3 		$379K Sell
14,715
-6,885
-32% -$181K 0.02% 456
2019
Q2 		$575K Sell
21,600
-32,175
-60% -$765K 0.02% 510
2019
Q1 		$1.12M Buy
+53,775
New +$991K 0.04% 449
2017
Q2 		– Sell
-176,565
Closed -$1.57M – 693
2017
Q1 		$1.57M Buy
176,565
+28,630
+19% +$260K 0.03% 510
2016
Q4 		$1.66M Buy
147,935
+1,325
+0.9% +$14.8K 0.03% 494
2016
Q3 		$1.85M Buy
146,610
+735
+0.5% +$9.19K 0.03% 355
2016
Q2 		$1.79M Buy
145,875
+26,220
+22% +$353K 0.02% 403
2016
Q1 		$1.9M Buy
119,655
+9,080
+8% +$121K 0.02% 332
2015
Q4 		$1.66M Sell
110,575
-75,320
-41% -$1.44M 0.02% 447
2015
Q3 		$4.51M Buy
185,895
+99,830
+116% +$2.68M 0.05% 295
2015
Q2 		$2.44M Buy
+86,065
New +$2.58M 0.02% 510

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Systematic Financial Management's UPBD Position: Q3 2020 in Review

Systematic Financial Management sold out of Upbound Group (UPBD) in Q3 2020, closing a stake of 9,515 shares — an estimated $265K sold.

Systematic Financial Management first reported a position in UPBD in Q2 2015 and held it in 14 quarters. The position peaked at $4.51M in Q3 2015. 246 funds tracked by Wall St. Rank hold UPBD as of Q3 2020.

  • Systematic Financial Management reported no remaining Upbound Group position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 9,515 Upbound Group shares in Q3 2020, an estimated $265K.
  • Systematic Financial Management first reported a position in Upbound Group in Q2 2015 and held it in 14 quarters.
  • Systematic Financial Management's Upbound Group position peaked at $4.51M in Q3 2015.
  • 246 funds tracked by Wall St. Rank held Upbound Group as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.