Claris Advisors’s Upbound Group UPBD Stock Holding History

Claris Advisors’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	-4	Closed	-$128	–	1092
2024 Q3	$128	Buy	+4	New	+$129	﹤0.01%	1088

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Claris Advisors's UPBD Position: Q4 2024 in Review

Claris Advisors sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 4 shares — an estimated $128 sold.

Claris Advisors first reported a position in UPBD in Q3 2024 and held it in 1 quarter. The position peaked at $128 in Q3 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

Claris Advisors reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Upbound Group shares in Q4 2024, an estimated $128.
Claris Advisors first reported a position in Upbound Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Upbound Group position peaked at $128 in Q3 2024.
240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.