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Boulder Hill Capital Management’s Upbound Group UPBD Stock Holding History

Boulder Hill 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
2023
Q3 		– Sell
-9,500
Closed -$296K – 149
2023
Q2 		$296K Sell
9,500
-10,074
-51% -$294K 0.57% 55
2023
Q1 		$480K Buy
+19,574
New +$504K 0.39% 49
2022
Q4 		– Sell
-34,700
Closed -$608K – 217
2022
Q3 		$608K Buy
+34,700
New +$864K 0.46% 48

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

Boulder Hill Capital Management's UPBD Position: Q3 2023 in Review

Boulder Hill Capital Management sold out of Upbound Group (UPBD) in Q3 2023, closing a stake of 9,500 shares — an estimated $296K sold.

Boulder Hill Capital Management first reported a position in UPBD in Q3 2022 and held it in 3 quarters. The position peaked at $608K in Q3 2022. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2023.

  • Boulder Hill Capital Management reported no remaining Upbound Group position as of Q3 2023 after selling out during the quarter.
  • Boulder Hill Capital Management sold 9,500 Upbound Group shares in Q3 2023, an estimated $296K.
  • Boulder Hill Capital Management first reported a position in Upbound Group in Q3 2022 and held it in 3 quarters.
  • Boulder Hill Capital Management's Upbound Group position peaked at $608K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2023.

Based on Boulder Hill Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.