Tokio Marine Asset Management’s Upbound Group UPBD Stock Holding History

Tokio Marine Asset 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
2021 Q2	–	Sell	-6,500	Closed	-$375K	–	454
2021 Q1	$375K	Sell	6,500 -2,900	-31%	-$152K	0.04%	233
2020 Q4	$360K	Buy	+9,400	New	+$319K	0.04%	217
2019 Q1	–	Sell	-77,500	Closed	-$1.25M	–	224
2018 Q4	$1.25M	Buy	+77,500	New	+$1.13M	0.25%	83
2018 Q3	–	Sell	-149,399	Closed	-$2.2M	–	244
2018 Q2	$2.2M	Buy	149,399 +43,199	+41%	+$468K	0.4%	59
2018 Q1	$917K	Buy	+106,200	New	+$1.02M	0.16%	132

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tokio Marine Asset Management's UPBD Position: Q2 2021 in Review

Tokio Marine Asset Management sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 6,500 shares — an estimated $375K sold.

Tokio Marine Asset Management first reported a position in UPBD in Q1 2018 and held it in 5 quarters. The position peaked at $2.2M in Q2 2018. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

Tokio Marine Asset Management reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
Tokio Marine Asset Management sold 6,500 Upbound Group shares in Q2 2021, an estimated $375K.
Tokio Marine Asset Management first reported a position in Upbound Group in Q1 2018 and held it in 5 quarters.
Tokio Marine Asset Management's Upbound Group position peaked at $2.2M in Q2 2018.
284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on Tokio Marine Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.