CI Investments Inc
UPBD icon

CI Investments Inc’s Upbound Group UPBD Stock Holding History

CI Investments Inc’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
2021
Q4 		– Sell
-11,497
Closed -$646K – 1446
2021
Q3 		$646K Buy
11,497
+2
+0% +$118 ﹤0.01% 531
2021
Q2 		$610K Sell
11,495
-380
-3% -$22.1K ﹤0.01% 582
2021
Q1 		$685K Sell
11,875
-2,094
-15% -$110K ﹤0.01% 462
2020
Q4 		$535K Buy
13,969
+474
+4% +$16.1K ﹤0.01% 492
2020
Q3 		$403K Sell
13,495
-3,725
-22% -$110K ﹤0.01% 449
2020
Q2 		$479K Sell
17,220
-4,260
-20% -$94.6K ﹤0.01% 399
2020
Q1 		$304K Buy
21,480
+443
+2% +$10.7K ﹤0.01% 450
2019
Q4 		$607K Sell
21,037
-2,108
-9% -$55.1K ﹤0.01% 408
2019
Q3 		$597K Buy
+23,145
New +$608K ﹤0.01% 424

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CI Investments Inc's UPBD Position: Q4 2021 in Review

CI Investments Inc sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 11,497 shares — an estimated $646K sold.

CI Investments Inc first reported a position in UPBD in Q3 2019 and held it in 9 quarters. The position peaked at $685K in Q1 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • CI Investments Inc reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 11,497 Upbound Group shares in Q4 2021, an estimated $646K.
  • CI Investments Inc first reported a position in Upbound Group in Q3 2019 and held it in 9 quarters.
  • CI Investments Inc's Upbound Group position peaked at $685K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.