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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
-2,500
Closed -$2K – 4759
2022
Q4 		$2K Buy
2,500
+1,000
+67% +$21.4K ﹤0.01% 3793
2022
Q3 		$8K Buy
+1,500
New +$37.4K ﹤0.01% 3326
2019
Q1 		– Sell
-24,100
Closed -$4K – 4791
2018
Q4 		$4K Buy
24,100
+400
+2% +$5.81K ﹤0.01% 3075
2018
Q3 		$5K Sell
23,700
-6,700
-22% -$98.5K ﹤0.01% 3078
2018
Q2 		$11K Sell
30,400
-11,100
-27% -$120K ﹤0.01% 2624
2018
Q1 		$27K Buy
41,500
+17,200
+71% +$165K ﹤0.01% 2076
2017
Q4 		$18K Buy
24,300
+7,600
+46% +$83.2K ﹤0.01% 2663
2017
Q3 		$24K Sell
16,700
-23,900
-59% -$295K ﹤0.01% 2972
2017
Q2 		$38K Sell
40,600
-66,900
-62% -$756K ﹤0.01% 2777
2017
Q1 		$53K Buy
107,500
+67,700
+170% +$616K ﹤0.01% 2363
2016
Q4 		$35K Buy
+39,800
New +$443K ﹤0.01% 2905
2016
Q3 		– Sell
-34,800
Closed -$13K – 7407
2016
Q2 		$13K Sell
34,800
-14,900
-30% -$201K ﹤0.01% 3867
2016
Q1 		$19K Buy
49,700
+22,900
+85% +$305K ﹤0.01% 3357
2015
Q4 		$36K Buy
+26,800
New +$512K ﹤0.01% 2814

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.