CGH
UPBD icon

Crossmark Global Holdings’s Upbound Group UPBD Stock Holding History

Crossmark Global Holdings’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
-5,680
Closed -$273K – 1388
2021
Q4 		$273K Sell
5,680
-7,620
-57% -$381K 0.01% 1193
2021
Q3 		$748K Sell
13,300
-140
-1% -$8.24K 0.02% 725
2021
Q2 		$713K Buy
13,440
+350
+3% +$20.3K 0.02% 737
2021
Q1 		$755K Sell
13,090
-820
-6% -$42.9K 0.02% 705
2020
Q4 		$533K Sell
13,910
-2,040
-13% -$69.3K 0.01% 820
2020
Q3 		$477K Sell
15,950
-340
-2% -$10.1K 0.01% 787
2020
Q2 		$453K Buy
16,290
+960
+6% +$21.3K 0.01% 801
2020
Q1 		$217K Hold
15,330
– – 0.01% 1014
2019
Q4 		$442K Buy
15,330
+240
+2% +$6.27K 0.01% 866
2019
Q3 		$389K Buy
15,090
+10
+0.1% +$263 0.01% 908
2019
Q2 		$402K Buy
15,080
+588
+4% +$14K 0.01% 932
2019
Q1 		$302K Sell
14,492
-130
-0.9% -$2.4K 0.01% 1115
2018
Q4 		$237K Buy
+14,622
New +$212K 0.01% 1212
2018
Q1 		– Sell
-11,574
Closed -$128K – 1629
2017
Q4 		$128K Buy
11,574
+62
+0.5% +$679 ﹤0.01% 1622
2017
Q3 		$132K Buy
+11,512
New +$142K ﹤0.01% 1603
2016
Q3 		$132K Buy
+11,512
New +$144K ﹤0.01% 1603

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return