DI
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Disciplined Investments’s Upbound Group UPBD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-13
Closed -$405 – 1466
2023
Q2 		$405 Buy
13
+2
+18% +$58 ﹤0.01% 1303
2023
Q1 		$270 Buy
11
+4
+57% +$103 ﹤0.01% 1430
2022
Q4 		$158 Sell
7
-5
-42% -$107 ﹤0.01% 1469
2022
Q3 		$0 Buy
12
+7
+140% +$174 ﹤0.01% 1633
2022
Q2 		$0 Sell
5
-3
-38% -$75 ﹤0.01% 1640
2022
Q1 		$0 Buy
+8
New +$289 ﹤0.01% 1631

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return