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Cordant Inc’s Upbound Group UPBD Stock Holding History

Cordant 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
2022
Q2 		– Sell
-1
Closed – – 1193
2022
Q1 		$0 Buy
+1
New +$36 ﹤0.01% 1385

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cordant Inc's UPBD Position: Q2 2022 in Review

Cordant Inc sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 1 share.

Cordant Inc first reported a position in UPBD in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 219 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

  • Cordant Inc reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
  • Cordant Inc sold 1 Upbound Group share in Q2 2022.
  • Cordant Inc first reported a position in Upbound Group in Q1 2022 and held it in 1 quarter.
  • Cordant Inc's Upbound Group position peaked at $0 in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on Cordant Inc's 13F filing for Q2 2022, filed 17 Aug 2022.