D.E. Shaw & Co
UPBD icon

D.E. Shaw & Co’s Upbound Group UPBD Stock Holding History

D.E. Shaw & Co’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
-100,000
Closed -$1.75M – 5141
2022
Q3 		$1.75M Sell
100,000
-137,600
-58% -$3.43M ﹤0.01% 3116
2022
Q2 		$4.62M Buy
237,600
+50,000
+27% +$1.24M 0.01% 2223
2022
Q1 		$4.73M Buy
187,600
+94,600
+102% +$3.42M ﹤0.01% 2380
2021
Q4 		$4.47M Buy
93,000
+51,300
+123% +$2.57M ﹤0.01% 2504
2021
Q3 		$2.34M Sell
41,700
-41,300
-50% -$2.43M ﹤0.01% 2885
2021
Q2 		$4.41M Hold
83,000
– – ﹤0.01% 2162
2021
Q1 		$4.79M Buy
+83,000
New +$4.34M ﹤0.01% 1886

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return