Alberta Investment Management Corp (AIMCo)’s Upbound Group UPBD Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025 Q2	–	Sell	-33,600	Closed	-$805K	–	902
2025 Q1	$805K	Hold	33,600	–	–	0.01%	623
2024 Q4	$980K	Hold	33,600	–	–	0.01%	625
2024 Q3	$1.07M	Hold	33,600	–	–	0.01%	558
2024 Q2	$1.03M	Hold	33,600	–	–	0.01%	519
2024 Q1	$1.18M	Buy	+33,600	New	+$1.12M	0.01%	608
2020 Q4	–	Sell	-42,200	Closed	-$1.26M	–	1043
2020 Q3	$1.26M	Sell	42,200 -3,900	-8%	-$115K	0.01%	620
2020 Q2	$1.28M	Hold	46,100	–	–	0.02%	592
2020 Q1	$652K	Buy	46,100 +1,800	+4%	+$43.3K	0.01%	673
2019 Q4	$1.28M	Sell	44,300 -15,900	-26%	-$416K	0.01%	604
2019 Q3	$1.55M	Buy	60,200 +13,400	+29%	+$352K	0.01%	547
2019 Q2	$1.25M	Buy	46,800 +10,200	+28%	+$242K	0.01%	593
2019 Q1	$764K	Buy	+36,600	New	+$674K	0.01%	680

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s UPBD Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 33,600 shares — an estimated $805K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in UPBD in Q1 2019 and held it in 12 quarters. The position peaked at $1.55M in Q3 2019. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 33,600 Upbound Group shares in Q2 2025, an estimated $805K.
Alberta Investment Management Corp (AIMCo) first reported a position in Upbound Group in Q1 2019 and held it in 12 quarters.
Alberta Investment Management Corp (AIMCo)'s Upbound Group position peaked at $1.55M in Q3 2019.
255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.