CIBC Asset Management
UPBD icon

CIBC Asset Management’s Upbound Group UPBD Stock Holding History

CIBC Asset 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
Q1 		– Sell
-5,491
Closed -$264K – 1596
2021
Q4 		$264K Buy
+5,491
New +$275K ﹤0.01% 1163

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIBC Asset Management's UPBD Position: Q1 2022 in Review

CIBC Asset Management sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 5,491 shares — an estimated $264K sold.

CIBC Asset Management first reported a position in UPBD in Q4 2021 and held it in 1 quarter. The position peaked at $264K in Q4 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • CIBC Asset Management reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • CIBC Asset Management sold 5,491 Upbound Group shares in Q1 2022, an estimated $264K.
  • CIBC Asset Management first reported a position in Upbound Group in Q4 2021 and held it in 1 quarter.
  • CIBC Asset Management's Upbound Group position peaked at $264K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on CIBC Asset Management's 13F filing for Q1 2022, filed 6 May 2022.