UPBD β€” RENT A CTR INC NEW

Ownership history in Range Financial Group LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Range Financial Group LLC reported a position in RENT A CTR INC NEW (UPBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.63% (2022 Q2)
πŸ“Š Avg. % of fund
0.57%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Range Financial Group LLC Γ— UPBD AI Analytics

πŸ“‰ Range Financial Group LLC underperformed the S&P 500 by –164.7% annually on this UPBD position. Average cost basis: $16.57. Maximum drawdown during holding period: –10.0%.

πŸ“ˆ Position Alpha vs SPY
-164.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 164.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$16.57
+6.0% vs current ($17.56)

Best entry: $14.37 (2022 Q3)  Β·  Worst: $17.56 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–10.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.46% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UPBD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,882 +30,195 +66.1% 0.46% $1.3M $17.56
2022 Q3 ADDED 45,687 +1,408 +3.2% 0.62% $800K $14.37
2022 Q2 INITIATED 44,279 β€” β€” 0.63% $861K $15.96

🏒 Other funds also holding UPBD

As of 2025 Q4 β€” sorted by position size

Huber Capital Management LLC 3Y 7Y 4.5% New Century Financial Group, LLC 1.97% Western Standard LLC 3Y 7Y 0.81% Mork Capital Management, LLC 3Y 7Y 0.67% Bragg Financial Advisors, Inc 3Y 7Y 0.63% MILLER VALUE PARTNERS, LLC 3Y 7Y 0.43% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.25% Kendall Capital Management 3Y 7Y 0.24% IEQ CAPITAL, LLC 3Y 0.22% Inspire Advisors, LLC 3Y 0.21%
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