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Benjamin F. Edwards & Company’s Upbound Group UPBD Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$63K Sell
2,054
-119
-5% -$3.8K ﹤0.01% 1274
2024
Q1 		$77K Sell
2,173
-2,403
-53% -$80.3K ﹤0.01% 1177
2023
Q4 		$155K Buy
4,576
+3
+0.1% +$89 ﹤0.01% 947
2023
Q3 		$135K Sell
4,573
-21
-0.5% -$655 0.01% 823
2023
Q2 		$143K Buy
4,594
+18
+0.4% +$526 0.01% 803
2023
Q1 		$112K Buy
4,576
+1,665
+57% +$42.9K ﹤0.01% 874
2022
Q4 		$66K Sell
2,911
-945
-25% -$20.2K ﹤0.01% 1013
2022
Q3 		$68K Sell
3,856
-439
-10% -$10.9K ﹤0.01% 975
2022
Q2 		$84K Sell
4,295
-83
-2% -$2.07K ﹤0.01% 919
2022
Q1 		$110K Buy
4,378
+441
+11% +$15.9K ﹤0.01% 844
2021
Q4 		$189K Buy
3,937
+1,252
+47% +$62.6K 0.01% 702
2021
Q3 		$151K Buy
2,685
+533
+25% +$31.4K 0.01% 756
2021
Q2 		$114K Buy
+2,152
New +$125K 0.01% 810

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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 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

Benjamin F. Edwards & Company's UPBD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Upbound Group (UPBD) stake by 5.5% in Q2 2024, selling an estimated $3.8K and leaving 2,054 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Benjamin F. Edwards & Company first reported a position in UPBD in Q2 2021 and has held it in 13 quarters since. The position peaked at $189K in Q4 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,054 shares of Upbound Group worth $63K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 119 Upbound Group shares in Q2 2024, an estimated $3.8K.
  • Upbound Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1274 holding.
  • Benjamin F. Edwards & Company first reported a position in Upbound Group in Q2 2021 and has held it in 13 quarters since.
  • Benjamin F. Edwards & Company's Upbound Group position peaked at $189K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.