CX Institutional’s Upbound Group UPBD Stock Holding History

CX Institutional’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 Q4	–	Sell	-10,421	Closed	-$182K	–	573
2022 Q3	$182K	Buy	10,421 +4,074	+64%	+$101K	0.01%	449
2022 Q2	$124K	Buy	+6,347	New	+$158K	0.01%	513

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CX Institutional's UPBD Position: Q4 2022 in Review

CX Institutional sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 10,421 shares — an estimated $182K sold.

CX Institutional first reported a position in UPBD in Q2 2022 and held it in 2 quarters. The position peaked at $182K in Q3 2022. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

CX Institutional reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
CX Institutional sold 10,421 Upbound Group shares in Q4 2022, an estimated $182K.
CX Institutional first reported a position in Upbound Group in Q2 2022 and held it in 2 quarters.
CX Institutional's Upbound Group position peaked at $182K in Q3 2022.
204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.