Alyeska Investment Group
UPBD icon

Alyeska Investment Group’s Upbound Group UPBD Stock Holding History

Alyeska Investment Group’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
2023
Q2 		– Sell
-424,595
Closed -$10.4M – 634
2023
Q1 		$10.4M Sell
424,595
-21,798
-5% -$561K 0.09% 241
2022
Q4 		$10.1M Buy
+446,393
New +$9.56M 0.1% 208
2022
Q3 		– Sell
-300,567
Closed -$5.85M – 499
2022
Q2 		$5.85M Buy
300,567
+144,638
+93% +$3.6M 0.07% 269
2022
Q1 		$3.93M Sell
155,929
-340,681
-69% -$12.3M 0.04% 326
2021
Q4 		$23.9M Buy
496,610
+137,833
+38% +$6.89M 0.27% 119
2021
Q3 		$20.2M Buy
+358,777
New +$21.1M 0.25% 114
2020
Q4 		– Sell
-7,386
Closed -$221K – 610
2020
Q3 		$221K Buy
+7,386
New +$218K ﹤0.01% 443
2020
Q2 		– Sell
-171,330
Closed -$2.42M – 574
2020
Q1 		$2.42M Sell
171,330
-163,071
-49% -$3.92M 0.05% 249
2019
Q4 		$9.64M Buy
334,401
+309,817
+1,260% +$8.1M 0.13% 173
2019
Q3 		$634K Buy
+24,584
New +$646K 0.01% 349

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $327M AUM 22.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alyeska Investment Group's UPBD Position: Q2 2023 in Review

Alyeska Investment Group sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 424,595 shares — an estimated $10.4M sold.

Alyeska Investment Group first reported a position in UPBD in Q3 2019 and held it in 10 quarters. The position peaked at $23.9M in Q4 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Alyeska Investment Group reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Alyeska Investment Group sold 424,595 Upbound Group shares in Q2 2023, an estimated $10.4M.
  • Alyeska Investment Group first reported a position in Upbound Group in Q3 2019 and held it in 10 quarters.
  • Alyeska Investment Group's Upbound Group position peaked at $23.9M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Alyeska Investment Group's 13F filing for Q2 2023, filed 14 Aug 2023.