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Upbound Group
UPBD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 194 M +USD 17.7 M +944,446 +12%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
USD 89.9 M +USD 5.52 M +295,184 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 70.3 M -USD 39.2 M -2,095,235 -39%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
USD 58.2 M +USD 6.54 M +349,960 +15%
State Street
5
State Street
Massachusetts
USD 53.3 M +USD 3.22 M +171,994 +7%
Goldman Sachs
6
Goldman Sachs
New York
USD 51.1 M +USD 19.3 M +1,030,740 +75%
Vanguard Capital Management
7
Vanguard Capital Management
Pennsylvania
USD 49.4 M +USD 970 k +51,870 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
USD 48.4 M -USD 617 k -33,000 -1%
IEQ Capital
9
IEQ Capital
California
USD 37.6 M -USD 39.9 M -2,133,429 -55%
Geode Capital Management
10
Geode Capital Management
Massachusetts
USD 31.2 M +USD 2.11 M +113,050 +8%
Bragg Financial Advisors
11
Bragg Financial Advisors
North Carolina
USD 25.2 M +USD 1.24 M +66,277 +6%
Charles Schwab
12
Charles Schwab
California
USD 24.5 M -USD 2.11 M -112,662 -9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
USD 23.4 M -USD 2.83 M -151,509 -12%
Huber Capital Management
14
Huber Capital Management
California
USD 22.5 M -USD 12 M -640,736 -38%
Morgan Stanley
15
Morgan Stanley
New York
USD 22.2 M +USD 4.93 M +263,698 +34%
Bank of New York Mellon
16
Bank of New York Mellon
New York
USD 18.9 M +USD 630 k +33,690 +4%
American Century Companies
17
American Century Companies
Missouri
USD 18.1 M +USD 9.5 M +510,230 +149%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
USD 17.7 M +USD 1.76 M +94,150 +13%
AQR Capital Management
19
AQR Capital Management
Connecticut
USD 15.3 M +USD 8.09 M +432,836 +151%
Millennium Management
20
Millennium Management
New York
USD 15.1 M +USD 9.9 M +529,958 +295%
Northern Trust
21
Northern Trust
Illinois
USD 14.3 M +USD 1.36 M +72,897 +12%
Kennedy Capital Management
22
Kennedy Capital Management
Missouri
USD 13.8 M -USD 319 k -17,075 -3%
Invesco
23
Invesco
Georgia
USD 12.3 M +USD 883 k +47,216 +9%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
USD 9.6 M +USD 709 k +37,918 +9%
Citadel Advisors
25
Citadel Advisors
Florida
USD 9.27 M +USD 5.26 M +281,173 +180%
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