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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
2021
Q4 		– Sell
-23,100
Closed -$15K – 6116
2021
Q3 		$15K Buy
+23,100
New +$1.36M ﹤0.01% 3616
2021
Q1 		– Sell
-3,100
Closed -$14K – 6326
2020
Q4 		$14K Sell
3,100
-4,200
-58% -$143K ﹤0.01% 2950
2020
Q3 		$8K Buy
7,300
+4,200
+135% +$124K ﹤0.01% 3175
2020
Q2 		$6K Buy
+3,100
New +$68.9K ﹤0.01% 3226
2020
Q1 		– Sell
-3,600
Closed -$16K – 4686
2019
Q4 		$16K Sell
3,600
-21,500
-86% -$562K ﹤0.01% 2364
2019
Q3 		$18K Buy
25,100
+16,900
+206% +$444K ﹤0.01% 2269
2019
Q2 		$64K Buy
8,200
+2,800
+52% +$66.5K 0.01% 1370
2019
Q1 		$34K Sell
5,400
-61,400
-92% -$1.13M ﹤0.01% 1688
2018
Q4 		$179K Buy
+66,800
New +$970K 0.02% 691
2018
Q3 		– Sell
-38,000
Closed -$128K – 4729
2018
Q2 		$128K Buy
38,000
+22,900
+152% +$248K 0.01% 994
2018
Q1 		$2K Sell
15,100
-48,500
-76% -$466K ﹤0.01% 3852
2017
Q4 		$15K Buy
63,600
+58,400
+1,123% +$639K ﹤0.01% 2825
2017
Q3 		$3K Sell
5,200
-68,500
-93% -$847K ﹤0.01% 4883
2017
Q2 		$55K Buy
73,700
+56,200
+321% +$635K ﹤0.01% 2403
2017
Q1 		$2K Buy
17,500
+7,400
+73% +$67.3K ﹤0.01% 5566
2016
Q4 		$2K Sell
10,100
-6,900
-41% -$76.8K ﹤0.01% 5721
2016
Q3 		$26K Buy
17,000
+15,500
+1,033% +$194K ﹤0.01% 3170
2016
Q2 		$1K Sell
1,500
-2,000
-57% -$26.9K ﹤0.01% 6285
2016
Q1 		$6K Buy
+3,500
New +$46.7K ﹤0.01% 4700

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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.