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Cornerstone Investment Partners’s Upbound Group UPBD Stock Holding History

Cornerstone Investment Partners’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
Q1 		– Sell
-6,625
Closed -$318K – 294
2021
Q4 		$318K Hold
6,625
– – 0.02% 129
2021
Q3 		$372K Sell
6,625
-1,500
-18% -$88.3K 0.02% 82
2021
Q2 		$431K Hold
8,125
– – 0.02% 93
2021
Q1 		$468K Hold
8,125
– – 0.03% 80
2020
Q4 		$311K Hold
8,125
– – 0.02% 95
2020
Q3 		$243K Hold
8,125
– – 0.02% 101
2020
Q2 		$226K Buy
+8,125
New +$181K 0.02% 109
2020
Q1 		– Sell
-9,178
Closed -$265K – 219
2019
Q4 		$265K Buy
+9,178
New +$240K 0.01% 107

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cornerstone Investment Partners's UPBD Position: Q1 2022 in Review

Cornerstone Investment Partners sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 6,625 shares — an estimated $318K sold.

Cornerstone Investment Partners first reported a position in UPBD in Q4 2019 and held it in 8 quarters. The position peaked at $468K in Q1 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Cornerstone Investment Partners reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Investment Partners sold 6,625 Upbound Group shares in Q1 2022, an estimated $318K.
  • Cornerstone Investment Partners first reported a position in Upbound Group in Q4 2019 and held it in 8 quarters.
  • Cornerstone Investment Partners's Upbound Group position peaked at $468K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Cornerstone Investment Partners's 13F filing for Q1 2022, filed 29 Apr 2022.