AI
UPBD icon

Atom Investors’s Upbound Group UPBD Stock Holding History

Atom 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
2024
Q3 		– Sell
-9,365
Closed -$288K – 613
2024
Q2 		$288K Sell
9,365
-12,777
-58% -$408K 0.03% 382
2024
Q1 		$780K Buy
+22,142
New +$740K 0.1% 255
2023
Q4 		– Sell
-22,426
Closed -$660K – 551
2023
Q3 		$660K Buy
22,426
+12,309
+122% +$384K 0.15% 186
2023
Q2 		$315K Buy
+10,117
New +$296K 0.12% 181
2021
Q1 		– Sell
-18,680
Closed -$715K – 420
2020
Q4 		$715K Buy
+18,680
New +$634K 0.07% 217
2020
Q1 		– Sell
-29,817
Closed -$860K – 382
2019
Q4 		$860K Buy
+29,817
New +$779K 0.07% 159
2019
Q3 		– Sell
-108,308
Closed -$2.88M – 435
2019
Q2 		$2.88M Buy
+108,308
New +$2.57M 0.19% 152

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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Atom Investors's UPBD Position: Q3 2024 in Review

Atom Investors sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 9,365 shares — an estimated $288K sold.

Atom Investors first reported a position in UPBD in Q2 2019 and held it in 7 quarters. The position peaked at $2.88M in Q2 2019. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Atom Investors reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
  • Atom Investors sold 9,365 Upbound Group shares in Q3 2024, an estimated $288K.
  • Atom Investors first reported a position in Upbound Group in Q2 2019 and held it in 7 quarters.
  • Atom Investors's Upbound Group position peaked at $2.88M in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.