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Chimera Capital Management’s Upbound Group UPBD Stock Holding History

Chimera Capital 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
2022
Q4 		– Sell
-11,945
Closed -$205K – 270
2022
Q3 		$205K Buy
+11,945
New +$297K 0.06% 173

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Chimera Capital Management's UPBD Position: Q4 2022 in Review

Chimera Capital Management sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 11,945 shares — an estimated $205K sold.

Chimera Capital Management first reported a position in UPBD in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 206 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Chimera Capital Management reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Chimera Capital Management sold 11,945 Upbound Group shares in Q4 2022, an estimated $205K.
  • Chimera Capital Management first reported a position in Upbound Group in Q3 2022 and held it in 1 quarter.
  • Chimera Capital Management's Upbound Group position peaked at $205K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Chimera Capital Management's 13F filing for Q4 2022, filed 15 Feb 2023.