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AMP Capital Investors’s Upbound Group UPBD Stock Holding History

AMP Capital Investors’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
2021
Q4 		– Sell
-5,600
Closed -$315K – 943
2021
Q3 		$315K Sell
5,600
-7,100
-56% -$418K ﹤0.01% 1023
2021
Q2 		$674K Hold
12,700
– – ﹤0.01% 915
2021
Q1 		$732K Hold
12,700
– – ﹤0.01% 915
2020
Q4 		$487K Hold
12,700
– – ﹤0.01% 1007
2020
Q3 		$384K Buy
+12,700
New +$376K ﹤0.01% 988
2013
Q3 		– Sell
-43,160
Closed -$1.63M – 1300
2013
Q2 		$1.63M Buy
+43,160
New +$1.56M 0.01% 760

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AMP Capital Investors's UPBD Position: Q4 2021 in Review

AMP Capital Investors sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 5,600 shares — an estimated $315K sold.

AMP Capital Investors first reported a position in UPBD in Q2 2013 and held it in 6 quarters. The position peaked at $1.63M in Q2 2013. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • AMP Capital Investors reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • AMP Capital Investors sold 5,600 Upbound Group shares in Q4 2021, an estimated $315K.
  • AMP Capital Investors first reported a position in Upbound Group in Q2 2013 and held it in 6 quarters.
  • AMP Capital Investors's Upbound Group position peaked at $1.63M in Q2 2013.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.