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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

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wedge Capital Management's UPBD Position: Q2 2021 in Review

Wedge Capital Management sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 4,307 shares — an estimated $248K sold.

Wedge Capital Management first reported a position in UPBD in Q1 2016 and held it in 11 quarters. The position peaked at $290K in Q4 2020. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • Wedge Capital Management reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 4,307 Upbound Group shares in Q2 2021, an estimated $248K.
  • Wedge Capital Management first reported a position in Upbound Group in Q1 2016 and held it in 11 quarters.
  • Wedge Capital Management's Upbound Group position peaked at $290K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.