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ZIM
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
EC
Engaged Capital
Newport Beach, California
$303M AUM
2.09%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
LP
LMR Partners
London, United Kingdom
$10.9B AUM
60.68%
1-Year Est. Return
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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