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

As of Jun 30, 2021, the Engaged Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 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

Increases - iShares Russell 2000 ETF

Reductions - Upbound Group, Inc., NCR Voyix Corporation

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2021	IWM iShares Russell 2000 ETF	iShares Russell 2000 ETF	Buy	+22,000	+178.9%	$7.87K	34,300
Q2 2021	UPBD Upbound Group, Inc.	Upbound Group, Inc.	Sell	-562,879	-19.3%	$125.02K	2,355,730
Q2 2021	VYX NCR Voyix Corporation	NCR Voyix Corporation	Sell	-998,300	-42.4%	$61.95K	1,358,147