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Cornercap Investment Counsel’s Upbound Group UPBD Stock Holding History

Cornercap Investment Counsel’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
2025
Q1 		– Sell
-15,210
Closed -$444K – 433
2024
Q4 		$444K Hold
15,210
– – 0.14% 247
2024
Q3 		$487K Sell
15,210
-16,072
-51% -$517K 0.14% 263
2024
Q2 		$960K Sell
31,282
-283
-0.9% -$9.04K 0.16% 255
2024
Q1 		$1.11M Buy
31,565
+15,503
+97% +$518K 0.17% 201
2023
Q4 		$546K Buy
16,062
+238
+2% +$7.09K 0.09% 394
2023
Q3 		$466K Buy
+15,824
New +$493K 0.08% 418
2020
Q4 		– Sell
-30,966
Closed -$926K – 604
2020
Q3 		$926K Hold
30,966
– – 0.13% 235
2020
Q2 		$861K Buy
+30,966
New +$688K 0.14% 265

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Cornercap Investment Counsel's UPBD Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 15,210 shares — an estimated $444K sold.

Cornercap Investment Counsel first reported a position in UPBD in Q2 2020 and held it in 8 quarters. The position peaked at $1.11M in Q1 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 15,210 Upbound Group shares in Q1 2025, an estimated $444K.
  • Cornercap Investment Counsel first reported a position in Upbound Group in Q2 2020 and held it in 8 quarters.
  • Cornercap Investment Counsel's Upbound Group position peaked at $1.11M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.