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 – 1448
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

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EC
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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return