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 – 659
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 – 502
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 – 612
2020
Q3 		$221K Buy
+7,386
New +$218K ﹤0.01% 443
2020
Q2 		– Sell
-171,330
Closed -$2.42M – 582
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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