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UPBD icon

Bellecapital’s Upbound Group UPBD Stock Holding History

Bellecapital’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
2022
Q4 		– Sell
-10,217
Closed -$179K – 194
2022
Q3 		$179K Buy
10,217
+155
+2% +$3.86K 0.05% 182
2022
Q2 		$196K Sell
10,062
-155
-2% -$3.86K 0.05% 193
2022
Q1 		$257K Buy
10,217
+1,902
+23% +$68.7K 0.08% 171
2021
Q4 		$399K Sell
8,315
-6,625
-44% -$331K 0.11% 138
2021
Q3 		$840K Buy
+14,940
New +$879K 0.26% 78

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bellecapital's UPBD Position: Q4 2022 in Review

Bellecapital sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 10,217 shares — an estimated $179K sold.

Bellecapital first reported a position in UPBD in Q3 2021 and held it in 5 quarters. The position peaked at $840K in Q3 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Bellecapital reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Bellecapital sold 10,217 Upbound Group shares in Q4 2022, an estimated $179K.
  • Bellecapital first reported a position in Upbound Group in Q3 2021 and held it in 5 quarters.
  • Bellecapital's Upbound Group position peaked at $840K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Bellecapital's 13F filing for Q4 2022, filed 10 Feb 2023.