Vontobel Holding’s Upbound Group UPBD Stock Holding History

Vontobel Holding’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 Q3	–	Sell	-11,000	Closed	-$584K	–	1230
2021 Q2	$584K	Buy	+11,000	New	+$639K	0.01%	723

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

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HRCM

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Vontobel Holding's UPBD Position: Q3 2021 in Review

Vontobel Holding sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 11,000 shares — an estimated $584K sold.

Vontobel Holding first reported a position in UPBD in Q2 2021 and held it in 1 quarter. The position peaked at $584K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

Vontobel Holding reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
Vontobel Holding sold 11,000 Upbound Group shares in Q3 2021, an estimated $584K.
Vontobel Holding first reported a position in Upbound Group in Q2 2021 and held it in 1 quarter.
Vontobel Holding's Upbound Group position peaked at $584K in Q2 2021.
270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Vontobel Holding's 13F filing for Q3 2021, filed 29 Oct 2021.