CANY
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Caxton Associates (New York)’s Upbound Group UPBD Stock Holding History

Caxton Associates (New York)’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
Q4 		– Sell
-60,402
Closed -$1.93M – 684
2024
Q3 		$1.93M Buy
60,402
+29,265
+94% +$941K 0.09% 129
2024
Q2 		$956K Buy
+31,137
New +$995K 0.04% 249
2021
Q4 		– Sell
-4,983
Closed -$280K – 689
2021
Q3 		$280K Buy
4,983
+738
+17% +$43.4K 0.04% 332
2021
Q2 		$225K Sell
4,245
-2,365
-36% -$137K 0.03% 397
2021
Q1 		$381K Buy
+6,610
New +$346K 0.04% 215
2020
Q1 		– Sell
-27,742
Closed -$792K – 597
2019
Q4 		$792K Buy
27,742
+13,542
+95% +$354K 0.14% 114
2019
Q3 		$366K Buy
+14,200
New +$373K 0.08% 207
2019
Q2 		– Sell
-29,594
Closed -$618K – 536
2019
Q1 		$618K Buy
+29,594
New +$545K 0.1% 118

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return