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AlphaCrest Capital Management’s Upbound Group UPBD Stock Holding History

AlphaCrest Capital Management’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
Q4 		– Sell
-55,319
Closed -$969K – 1086
2022
Q3 		$969K Sell
55,319
-26,743
-33% -$666K 0.06% 637
2022
Q2 		$1.6M Buy
82,062
+61,840
+306% +$1.54M 0.08% 444
2022
Q1 		$509K Buy
20,222
+12,589
+165% +$455K 0.03% 889
2021
Q4 		$367K Buy
7,633
+3,801
+99% +$190K 0.01% 1199
2021
Q3 		$215K Sell
3,832
-15,416
-80% -$907K 0.01% 1203
2021
Q2 		$1.02M Buy
19,248
+7,848
+69% +$456K 0.04% 657
2021
Q1 		$657K Buy
11,400
+248
+2% +$13K 0.04% 671
2020
Q4 		$427K Sell
11,152
-23,248
-68% -$789K 0.04% 744
2020
Q3 		$1.03M Buy
34,400
+23,300
+210% +$689K 0.11% 250
2020
Q2 		$309K Buy
+11,100
New +$247K 0.05% 616
2019
Q4 		– Sell
-37,800
Closed -$975K – 1389
2019
Q3 		$975K Buy
37,800
+20,652
+120% +$542K 0.06% 585
2019
Q2 		$457K Buy
17,148
+2,448
+17% +$58.2K 0.04% 728
2019
Q1 		$307K Buy
+14,700
New +$271K 0.05% 647

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AlphaCrest Capital Management's UPBD Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 55,319 shares — an estimated $969K sold.

AlphaCrest Capital Management first reported a position in UPBD in Q1 2019 and held it in 13 quarters. The position peaked at $1.6M in Q2 2022. 206 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • AlphaCrest Capital Management reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • AlphaCrest Capital Management sold 55,319 Upbound Group shares in Q4 2022, an estimated $969K.
  • AlphaCrest Capital Management first reported a position in Upbound Group in Q1 2019 and held it in 13 quarters.
  • AlphaCrest Capital Management's Upbound Group position peaked at $1.6M in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.