BCM
UPBD icon

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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return