Bank of Montreal’s Upbound Group UPBD Stock Holding History

Bank of Montreal’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
2018 Q1	–	Sell	-70,000	Closed	-$777K	–	4343
2017 Q4	$777K	Buy	+70,000	New	+$766K	﹤0.01%	2067

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 $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Bank of Montreal's UPBD Position: Q3 2024 in Review

Bank of Montreal sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 179,355 shares — an estimated $5.61M sold.

Bank of Montreal first reported a position in UPBD in Q2 2013 and held it in 38 quarters. The position peaked at $5.61M in Q2 2024. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

Bank of Montreal reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 179,355 Upbound Group shares in Q3 2024, an estimated $5.61M.
Bank of Montreal first reported a position in Upbound Group in Q2 2013 and held it in 38 quarters.
Bank of Montreal's Upbound Group position peaked at $5.61M in Q2 2024.
245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.