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Catalyst Funds Management’s Upbound Group UPBD Stock Holding History

Catalyst Funds 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
2024
Q2 		– Sell
-8,740
Closed -$308K – 1622
2024
Q1 		$308K Buy
+8,740
New +$292K 0.09% 190

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Funds Management's UPBD Position: Q2 2024 in Review

Catalyst Funds Management sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 8,740 shares — an estimated $308K sold.

Catalyst Funds Management first reported a position in UPBD in Q1 2024 and held it in 1 quarter. The position peaked at $308K in Q1 2024. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Catalyst Funds Management reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 8,740 Upbound Group shares in Q2 2024, an estimated $308K.
  • Catalyst Funds Management first reported a position in Upbound Group in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Upbound Group position peaked at $308K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.