WCM
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Wedge Capital Management’s Upbound Group UPBD Stock Holding History

Wedge Capital 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
-4,307
Closed -$248K – 508
2021
Q1 		$248K Sell
4,307
-3,279
-43% -$172K ﹤0.01% 473
2020
Q4 		$290K Sell
7,586
-1,145
-13% -$38.9K ﹤0.01% 475
2020
Q3 		$261K Sell
8,731
-940
-10% -$27.8K ﹤0.01% 460
2020
Q2 		$269K Buy
+9,671
New +$215K ﹤0.01% 435
2019
Q3 		– Sell
-9,696
Closed -$258K – 613
2019
Q2 		$258K Buy
+9,696
New +$230K ﹤0.01% 559
2017
Q3 		– Sell
-22,657
Closed -$266K – 589
2017
Q2 		$266K Sell
22,657
-4,084
-15% -$46.2K ﹤0.01% 524
2017
Q1 		$237K Buy
26,741
+8,715
+48% +$79.2K ﹤0.01% 532
2016
Q4 		$203K Sell
18,026
-4,059
-18% -$45.2K ﹤0.01% 554
2016
Q3 		$279K Buy
22,085
+4,163
+23% +$52.1K ﹤0.01% 524
2016
Q2 		$220K Buy
17,922
+1,167
+7% +$15.7K ﹤0.01% 543
2016
Q1 		$266K Buy
+16,755
New +$224K ﹤0.01% 534

Other funds holding UPBD

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EC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return