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Advisory Research’s Upbound Group UPBD Stock Holding History

Advisory Research’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
2022
Q1 		– Sell
-20,800
Closed -$999K – 441
2021
Q4 		$999K Sell
20,800
-6,665
-24% -$333K 0.08% 197
2021
Q3 		$1.54M Sell
27,465
-1,848
-6% -$109K 0.1% 157
2021
Q2 		$1.56M Sell
29,313
-577
-2% -$33.5K 0.1% 168
2021
Q1 		$1.72M Sell
29,890
-3,756
-11% -$196K 0.12% 141
2020
Q4 		$1.29M Buy
+33,646
New +$1.14M 0.09% 166

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Advisory Research's UPBD Position: Q1 2022 in Review

Advisory Research sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 20,800 shares — an estimated $999K sold.

Advisory Research first reported a position in UPBD in Q4 2020 and held it in 5 quarters. The position peaked at $1.72M in Q1 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Advisory Research reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Advisory Research sold 20,800 Upbound Group shares in Q1 2022, an estimated $999K.
  • Advisory Research first reported a position in Upbound Group in Q4 2020 and held it in 5 quarters.
  • Advisory Research's Upbound Group position peaked at $1.72M in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Advisory Research's 13F filing for Q1 2022, filed 16 May 2022.