CIM
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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 $5.7T 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return