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CenterBook Partners’s Upbound Group UPBD Stock Holding History

CenterBook Partners’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
-14,353
Closed -$459K – 593
2024
Q3 		$459K Buy
+14,353
New +$461K 0.03% 393

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CenterBook Partners's UPBD Position: Q4 2024 in Review

CenterBook Partners sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 14,353 shares — an estimated $459K sold.

CenterBook Partners first reported a position in UPBD in Q3 2024 and held it in 1 quarter. The position peaked at $459K in Q3 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • CenterBook Partners reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • CenterBook Partners sold 14,353 Upbound Group shares in Q4 2024, an estimated $459K.
  • CenterBook Partners first reported a position in Upbound Group in Q3 2024 and held it in 1 quarter.
  • CenterBook Partners's Upbound Group position peaked at $459K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on CenterBook Partners's 13F filing for Q4 2024, filed 13 Feb 2025.