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Carmichael Hill & Associates’s Upbound Group UPBD Stock Holding History

Carmichael Hill & Associates’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
2022
Q4 		– Sell
-100
Closed -$2K – 845
2022
Q3 		$2K Hold
100
– – ﹤0.01% 751
2022
Q2 		$2K Hold
100
– – ﹤0.01% 733
2022
Q1 		$3K Hold
100
– – ﹤0.01% 733
2021
Q4 		$5K Hold
100
– – ﹤0.01% 711
2021
Q3 		$6K Buy
+100
New +$5.89K ﹤0.01% 677

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carmichael Hill & Associates's UPBD Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Carmichael Hill & Associates first reported a position in UPBD in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 100 Upbound Group shares in Q4 2022, an estimated $2K.
  • Carmichael Hill & Associates first reported a position in Upbound Group in Q3 2021 and held it in 5 quarters.
  • Carmichael Hill & Associates's Upbound Group position peaked at $6K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.