Glenn W. Welling - Engaged Capital 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 16, 2021, the Engaged Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2021, the filing reported:

New Buys - None reported
Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date Symbol Type Change Qty
Q2 2021
IWM
iShares Russell 2000 ETF
Buy
+22,000
Q2 2021
UPBD
Upbound Group, Inc.
Sell
-562,879
Q2 2021
VYX
NCR Voyix Corporation
Sell
-998,300