Belpointe Asset Management’s Upbound Group UPBD Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-500	Closed	-$12.3K	–	3234
2023 Q1	$12.3K	Hold	500	–	–	﹤0.01%	2594
2022 Q4	$11.3K	Buy	+500	New	+$10.7K	﹤0.01%	2554
2022 Q2	–	Sell	-8,100	Closed	-$204K	–	1271
2022 Q1	$204K	Sell	8,100 -96	-1%	-$3.47K	0.01%	903
2021 Q4	$394K	Hold	8,196	–	–	0.02%	604
2021 Q3	$460K	Buy	8,196 +23	+0.3%	+$1.35K	0.03%	536
2021 Q2	$434K	Sell	8,173 -800	-9%	-$46.5K	0.03%	543
2021 Q1	$517K	Buy	8,973 +50	+0.6%	+$2.62K	0.04%	429
2020 Q4	$342K	Buy	8,923 +23	+0.3%	+$781	0.03%	510
2020 Q3	$266K	Hold	8,900	–	–	0.03%	476
2020 Q2	$248K	Hold	8,900	–	–	0.03%	466
2020 Q1	$126K	Sell	8,900 -15,475	-63%	-$372K	0.02%	548
2019 Q4	$703K	Buy	24,375 +17,475	+253%	+$457K	0.09%	241
2019 Q3	$178K	Buy	+6,900	New	+$181K	0.03%	499

Other funds holding UPBD

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

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Belpointe Asset Management's UPBD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 500 shares — an estimated $12.3K sold.

Belpointe Asset Management first reported a position in UPBD in Q3 2019 and held it in 13 quarters. The position peaked at $703K in Q4 2019. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

Belpointe Asset Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 500 Upbound Group shares in Q2 2023, an estimated $12.3K.
Belpointe Asset Management first reported a position in Upbound Group in Q3 2019 and held it in 13 quarters.
Belpointe Asset Management's Upbound Group position peaked at $703K in Q4 2019.
218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.