ZIM
UPBD icon

Zacks Investment Management’s Upbound Group UPBD Stock Holding History

Zacks 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
2019
Q1 		– Sell
-11,243
Closed -$182K – 598
2018
Q4 		$182K Sell
11,243
-7,670
-41% -$111K ﹤0.01% 482
2018
Q3 		$272K Buy
+18,913
New +$278K 0.01% 467
2018
Q2 		– Sell
-12,100
Closed -$104K – 611
2018
Q1 		$104K Hold
12,100
– – ﹤0.01% 502
2017
Q4 		$134K Sell
12,100
-1,340
-10% -$14.7K ﹤0.01% 542
2017
Q3 		$154K Buy
+13,440
New +$166K ﹤0.01% 549
2017
Q1 		– Sell
-15,018
Closed -$169K – 731
2016
Q4 		$169K Sell
15,018
-164
-1% -$1.83K ﹤0.01% 615
2016
Q3 		$192K Sell
15,182
-23,582
-61% -$295K 0.01% 607
2016
Q2 		$476K Buy
+38,764
New +$522K 0.01% 454

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
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Zacks Investment Management's UPBD Position: Q1 2019 in Review

Zacks Investment Management sold out of Upbound Group (UPBD) in Q1 2019, closing a stake of 11,243 shares — an estimated $182K sold.

Zacks Investment Management first reported a position in UPBD in Q2 2016 and held it in 8 quarters. The position peaked at $476K in Q2 2016. 202 funds tracked by Wall St. Rank hold UPBD as of Q1 2019.

  • Zacks Investment Management reported no remaining Upbound Group position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 11,243 Upbound Group shares in Q1 2019, an estimated $182K.
  • Zacks Investment Management first reported a position in Upbound Group in Q2 2016 and held it in 8 quarters.
  • Zacks Investment Management's Upbound Group position peaked at $476K in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Upbound Group as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.