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Boundary Creek Advisors’s Upbound Group UPBD Stock Holding History

Boundary Creek Advisors’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
Q1 		– Sell
-300,000
Closed -$6.76M – 47
2022
Q4 		$6.76M Buy
300,000
+55,500
+23% +$1.19M 0.21% 23
2022
Q3 		$4.28M Buy
+244,500
New +$6.09M 0.12% 36

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boundary Creek Advisors's UPBD Position: Q4 2022 in Review

Boundary Creek Advisors sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 60,000 shares — an estimated $1.29M sold.

Boundary Creek Advisors first reported a position in UPBD in Q3 2022 and held it in 1 quarter. The position peaked at $1.05M in Q3 2022. 206 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Boundary Creek Advisors reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Boundary Creek Advisors sold 60,000 Upbound Group shares in Q4 2022, an estimated $1.29M.
  • Boundary Creek Advisors first reported a position in Upbound Group in Q3 2022 and held it in 1 quarter.
  • Boundary Creek Advisors's Upbound Group position peaked at $1.05M in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Boundary Creek Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.