VCG
UPBD icon

Vantage Consulting Group’s Upbound Group UPBD Stock Holding History

Vantage Consulting 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
2021
Q1 		– Sell
-775
Closed -$30K – 1506
2020
Q4 		$30K Buy
+775
New +$26.3K ﹤0.01% 684

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vantage Consulting Group's UPBD Position: Q1 2021 in Review

Vantage Consulting Group sold out of Upbound Group (UPBD) in Q1 2021, closing a stake of 775 shares — an estimated $30K sold.

Vantage Consulting Group first reported a position in UPBD in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 269 funds tracked by Wall St. Rank hold UPBD as of Q1 2021.

  • Vantage Consulting Group reported no remaining Upbound Group position as of Q1 2021 after selling out during the quarter.
  • Vantage Consulting Group sold 775 Upbound Group shares in Q1 2021, an estimated $30K.
  • Vantage Consulting Group first reported a position in Upbound Group in Q4 2020 and held it in 1 quarter.
  • Vantage Consulting Group's Upbound Group position peaked at $30K in Q4 2020.
  • 269 funds tracked by Wall St. Rank held Upbound Group as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.