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Credit Suisse’s Upbound Group UPBD Stock Holding History

Credit Suisse’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
2021
Q2 		– Sell
-81,100
Closed -$4.68M – 4617
2021
Q1 		$4.68M Buy
+81,100
New +$4.24M ﹤0.01% 2121

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse's UPBD Position: Q1 2024 in Review

Credit Suisse reduced its Upbound Group (UPBD) stake by 3.4% in Q1 2024, selling an estimated $60.9K and leaving 51,466 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Credit Suisse first reported a position in UPBD in Q2 2013 and has held it in 44 quarters since. The position peaked at $7.68M in Q3 2018. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Credit Suisse held 51,466 shares of Upbound Group worth $1.81M as of Q1 2024.
  • Credit Suisse sold 1,824 Upbound Group shares in Q1 2024, an estimated $60.9K.
  • Upbound Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1920 holding.
  • Credit Suisse first reported a position in Upbound Group in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Upbound Group position peaked at $7.68M in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.