Boston Partners
UPBD icon

Boston Partners’s Upbound Group UPBD Stock Holding History

Boston Partners’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
Q4 		– Sell
-14,398
Closed -$424K – 783
2023
Q3 		$424K Buy
+14,398
New +$449K ﹤0.01% 656
2016
Q2 		– Sell
-26,949
Closed -$427K – 754
2016
Q1 		$427K Sell
26,949
-672,307
-96% -$8.97M ﹤0.01% 693
2015
Q4 		$10.5M Buy
699,256
+33,880
+5% +$647K 0.02% 381
2015
Q3 		$16.1M Buy
665,376
+11,751
+2% +$316K 0.02% 326
2015
Q2 		$18.5M Buy
653,625
+82,128
+14% +$2.46M 0.03% 318
2015
Q1 		$15.7M Sell
571,497
-26,772
-4% -$816K 0.02% 343
2014
Q4 		$21.7M Sell
598,269
-29,041
-5% -$935K 0.03% 290
2014
Q3 		$19M Buy
627,310
+17,888
+3% +$481K 0.03% 289
2014
Q2 		$17.5M Sell
609,422
-1,894
-0.3% -$53.6K 0.03% 305
2014
Q1 		$16.3M Buy
611,316
+1,085
+0.2% +$29.4K 0.03% 323
2013
Q4 		$20.3M Sell
610,231
-11,667
-2% -$404K 0.04% 279
2013
Q3 		$23.7M Sell
621,898
-7,027
-1% -$271K 0.06% 243
2013
Q2 		$23.6M Buy
+628,925
New +$22.8M 0.07% 216

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Boston Partners's UPBD Position: Q4 2023 in Review

Boston Partners sold out of Upbound Group (UPBD) in Q4 2023, closing a stake of 14,398 shares — an estimated $424K sold.

Boston Partners first reported a position in UPBD in Q2 2013 and held it in 13 quarters. The position peaked at $23.7M in Q3 2013. 233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

  • Boston Partners reported no remaining Upbound Group position as of Q4 2023 after selling out during the quarter.
  • Boston Partners sold 14,398 Upbound Group shares in Q4 2023, an estimated $424K.
  • Boston Partners first reported a position in Upbound Group in Q2 2013 and held it in 13 quarters.
  • Boston Partners's Upbound Group position peaked at $23.7M in Q3 2013.
  • 233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Boston Partners's 13F filing for Q4 2023, filed 7 Feb 2024.