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Cutler Group’s Upbound Group UPBD Stock Holding History

Cutler Group’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
2023
Q1 		– Sell
-3,246
Closed -$73K – 4758
2022
Q4 		$73K Buy
3,246
+2,860
+741% +$61.3K 0.01% 1352
2022
Q3 		$6K Buy
+386
New +$9.61K ﹤0.01% 3561
2021
Q2 		– Sell
-1,142
Closed -$65K – 6387
2021
Q1 		$65K Buy
1,142
+120
+12% +$6.28K ﹤0.01% 2135
2020
Q4 		$39K Buy
+1,022
New +$34.7K ﹤0.01% 2191
2020
Q2 		– Sell
-3,202
Closed -$71.1K – 4914
2020
Q1 		$45K Buy
3,202
+2,753
+613% +$66.3K ﹤0.01% 1791
2019
Q4 		$12K Buy
+449
New +$11.7K ﹤0.01% 2551
2019
Q3 		– Sell
-6,444
Closed -$169K – 4750
2019
Q2 		$171K Buy
6,444
+6,244
+3,122% +$148K 0.02% 803
2019
Q1 		$4K Sell
200
-7,674
-97% -$141K ﹤0.01% 3082
2018
Q4 		$127K Buy
7,874
+2,735
+53% +$39.7K 0.01% 897
2018
Q3 		$73K Sell
5,139
-20,962
-80% -$308K 0.01% 1380
2018
Q2 		$384K Buy
26,101
+22,195
+568% +$241K 0.03% 527
2018
Q1 		$33K Sell
3,906
-7,932
-67% -$76.2K ﹤0.01% 1947
2017
Q4 		$131K Buy
11,838
+3,250
+38% +$35.6K 0.01% 1217
2017
Q3 		$98K Buy
8,588
+6,688
+352% +$82.7K ﹤0.01% 1694
2017
Q2 		$22K Buy
+1,900
New +$21.5K ﹤0.01% 3335
2017
Q1 		– Sell
-3,540
Closed -$32.2K – 7257
2016
Q4 		$39K Buy
3,540
+2,540
+254% +$28.3K ﹤0.01% 2800
2016
Q3 		$12K Buy
1,000
+546
+120% +$6.83K ﹤0.01% 4030
2016
Q2 		$5K Sell
454
-8,629
-95% -$116K ﹤0.01% 4979
2016
Q1 		$143K Buy
9,083
+8,151
+875% +$109K 0.01% 1280
2015
Q4 		$13K Buy
+932
New +$17.8K ﹤0.01% 3885

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cutler Group's UPBD Position: Q1 2023 in Review

Cutler Group sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 3,246 shares — an estimated $73K sold.

Cutler Group first reported a position in UPBD in Q4 2015 and held it in 20 quarters. The position peaked at $384K in Q2 2018. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Cutler Group reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 3,246 Upbound Group shares in Q1 2023, an estimated $73K.
  • Cutler Group first reported a position in Upbound Group in Q4 2015 and held it in 20 quarters.
  • Cutler Group's Upbound Group position peaked at $384K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.