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Bayesian Capital Management’s Upbound Group UPBD Stock Holding History

Bayesian 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
2024
Q1 		– Sell
-9,120
Closed -$310K – 1138
2023
Q4 		$310K Buy
+9,120
New +$272K 0.03% 497
2021
Q3 		– Sell
-4,234
Closed -$225K – 557
2021
Q2 		$225K Buy
+4,234
New +$246K 0.06% 346
2020
Q4 		– Sell
-7,100
Closed -$212K – 672
2020
Q3 		$212K Buy
+7,100
New +$210K 0.05% 434
2019
Q2 		– Sell
-28,440
Closed -$594K – 680
2019
Q1 		$594K Buy
+28,440
New +$524K 0.11% 248
2017
Q3 		– Sell
-28,200
Closed -$331K – 649
2017
Q2 		$331K Buy
+28,200
New +$319K 0.12% 263

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
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
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bayesian Capital Management's UPBD Position: Q1 2024 in Review

Bayesian Capital Management sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 9,120 shares — an estimated $310K sold.

Bayesian Capital Management first reported a position in UPBD in Q2 2017 and held it in 5 quarters. The position peaked at $594K in Q1 2019. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Bayesian Capital Management reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Bayesian Capital Management sold 9,120 Upbound Group shares in Q1 2024, an estimated $310K.
  • Bayesian Capital Management first reported a position in Upbound Group in Q2 2017 and held it in 5 quarters.
  • Bayesian Capital Management's Upbound Group position peaked at $594K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Bayesian Capital Management's 13F filing for Q1 2024, filed 15 May 2024.