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Cambria Investment Management’s Upbound Group UPBD Stock Holding History

Cambria Investment 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
2025
Q1 		– Sell
-7,990
Closed -$233K – 460
2024
Q4 		$233K Buy
7,990
+181
+2% +$5.62K 0.01% 373
2024
Q3 		$247K Sell
7,809
-12,818
-62% -$412K 0.01% 320
2024
Q2 		$633K Buy
20,627
+849
+4% +$27.1K 0.04% 165
2024
Q1 		$696K Buy
19,778
+6,727
+52% +$225K 0.04% 164
2023
Q4 		$443K Buy
13,051
+1,251
+11% +$37.3K 0.03% 206
2023
Q3 		$343K Sell
11,800
-2,065
-15% -$64.4K 0.03% 214
2023
Q2 		$432K Buy
+13,865
New +$405K 0.04% 208
2021
Q4 		– Sell
-4,160
Closed -$234K – 272
2021
Q3 		$234K Sell
4,160
-104,358
-96% -$6.14M 0.04% 202
2021
Q2 		$5.76M Buy
108,518
+15,202
+16% +$883K 0.99% 15
2021
Q1 		$5.38M Buy
93,316
+51,352
+122% +$2.69M 1.07% 15
2020
Q4 		$1.61M Sell
41,964
-1,984
-5% -$67.4K 0.55% 34
2020
Q3 		$1.31M Buy
43,948
+554
+1% +$16.4K 0.49% 39
2020
Q2 		$1.21M Sell
43,394
-8,541
-16% -$190K 0.45% 38
2020
Q1 		$734K Buy
+51,935
New +$1.25M 0.27% 57

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Cambria Investment Management's UPBD Position: Q1 2025 in Review

Cambria Investment Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 7,990 shares — an estimated $233K sold.

Cambria Investment Management first reported a position in UPBD in Q1 2020 and held it in 14 quarters. The position peaked at $5.76M in Q2 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Cambria Investment Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Cambria Investment Management sold 7,990 Upbound Group shares in Q1 2025, an estimated $233K.
  • Cambria Investment Management first reported a position in Upbound Group in Q1 2020 and held it in 14 quarters.
  • Cambria Investment Management's Upbound Group position peaked at $5.76M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Cambria Investment Management's 13F filing for Q1 2025, filed 15 May 2025.