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Contravisory Investment Management’s Upbound Group UPBD Stock Holding History

Contravisory Investment 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
2024
Q2 		– Sell
-7,820
Closed -$275K – 388
2024
Q1 		$275K Sell
7,820
-28
-0.4% -$935 0.06% 178
2023
Q4 		$267K Hold
7,848
– – 0.07% 179
2023
Q3 		$231K Buy
7,848
+98
+1% +$3.06K 0.07% 179
2023
Q2 		$241K Buy
+7,750
New +$227K 0.06% 186
2020
Q2 		– Sell
-4,922
Closed -$70K – 330
2020
Q1 		$70K Buy
+4,922
New +$118K 0.03% 199

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's UPBD Position: Q2 2024 in Review

Contravisory Investment Management sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 7,820 shares — an estimated $275K sold.

Contravisory Investment Management first reported a position in UPBD in Q1 2020 and held it in 5 quarters. The position peaked at $275K in Q1 2024. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Contravisory Investment Management reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 7,820 Upbound Group shares in Q2 2024, an estimated $275K.
  • Contravisory Investment Management first reported a position in Upbound Group in Q1 2020 and held it in 5 quarters.
  • Contravisory Investment Management's Upbound Group position peaked at $275K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.