AXQ Capital’s Upbound Group UPBD Stock Holding History

AXQ Capital’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 Q2	–	Sell	-8,491	Closed	-$299K	–	746
2024 Q1	$299K	Buy	8,491 +577	+7%	+$19.3K	0.07%	429
2023 Q4	$269K	Buy	+7,914	New	+$236K	0.07%	414

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXQ Capital's UPBD Position: Q2 2024 in Review

AXQ Capital sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 8,491 shares — an estimated $299K sold.

AXQ Capital first reported a position in UPBD in Q4 2023 and held it in 2 quarters. The position peaked at $299K in Q1 2024. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

AXQ Capital reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
AXQ Capital sold 8,491 Upbound Group shares in Q2 2024, an estimated $299K.
AXQ Capital first reported a position in Upbound Group in Q4 2023 and held it in 2 quarters.
AXQ Capital's Upbound Group position peaked at $299K in Q1 2024.
247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on AXQ Capital's 13F filing for Q2 2024, filed 13 Aug 2024.