ACM
UPBD icon

AUA Capital Management’s Upbound Group UPBD Stock Holding History

AUA Capital Management’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
Q1 		– Sell
-27
Closed -$609 – 317
2022
Q4 		$609 Hold
27
– – ﹤0.01% 324
2022
Q3 		$0 Hold
27
– – ﹤0.01% 376
2022
Q2 		$1K Sell
27
-40
-60% -$996 ﹤0.01% 349
2022
Q1 		$2K Sell
67
-41
-38% -$1.48K ﹤0.01% 309
2021
Q4 		$5K Sell
108
-4
-4% -$200 ﹤0.01% 205
2021
Q3 		$6K Sell
112
-10
-8% -$589 ﹤0.01% 186
2021
Q2 		$6K Sell
122
-5
-4% -$290 ﹤0.01% 186
2021
Q1 		$7K Sell
127
-11
-8% -$575 ﹤0.01% 183
2020
Q4 		$5K Hold
138
– – ﹤0.01% 199
2020
Q3 		$4K Buy
+138
New +$4.08K ﹤0.01% 202

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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

AUA Capital Management's UPBD Position: Q1 2023 in Review

AUA Capital Management sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 27 shares — an estimated $609 sold.

AUA Capital Management first reported a position in UPBD in Q3 2020 and held it in 10 quarters. The position peaked at $7K in Q1 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • AUA Capital Management reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 27 Upbound Group shares in Q1 2023, an estimated $609.
  • AUA Capital Management first reported a position in Upbound Group in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Upbound Group position peaked at $7K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.