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Wittenberg Investment Management’s Upbound Group UPBD Stock Holding History

Wittenberg Investment 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
2018
Q2 		– Sell
-20,500
Closed -$177K – 80
2018
Q1 		$177K Buy
+20,500
New +$197K 0.08% 73

Other funds holding UPBD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wittenberg Investment Management's UPBD Position: Q2 2018 in Review

Wittenberg Investment Management sold out of Upbound Group (UPBD) in Q2 2018, closing a stake of 20,500 shares — an estimated $177K sold.

Wittenberg Investment Management first reported a position in UPBD in Q1 2018 and held it in 1 quarter. The position peaked at $177K in Q1 2018. 166 funds tracked by Wall St. Rank hold UPBD as of Q2 2018.

  • Wittenberg Investment Management reported no remaining Upbound Group position as of Q2 2018 after selling out during the quarter.
  • Wittenberg Investment Management sold 20,500 Upbound Group shares in Q2 2018, an estimated $177K.
  • Wittenberg Investment Management first reported a position in Upbound Group in Q1 2018 and held it in 1 quarter.
  • Wittenberg Investment Management's Upbound Group position peaked at $177K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Upbound Group as of Q2 2018.

Based on Wittenberg Investment Management's 13F filing for Q2 2018, filed 31 Jul 2018.