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Amalgamated Financial’s Upbound Group UPBD Stock Holding History

Amalgamated Financial’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 		$765K Buy
+30,388
New +$1.1M 0.01% 1307

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amalgamated Financial's UPBD Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Upbound Group (UPBD) in Q1 2022: 30,388 shares worth $765K. The stake represents 0.01% of the portfolio and ranks #1307 among its holdings.

225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Amalgamated Financial held 30,388 shares of Upbound Group worth $765K as of Q1 2022.
  • Upbound Group was a new Amalgamated Financial position in Q1 2022.
  • Upbound Group made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1307 holding.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.