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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 – 1464
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% 1630
2022
Q2 		$0 Sell
5
-3
-38% -$75 ﹤0.01% 1638
2022
Q1 		$0 Buy
+8
New +$289 ﹤0.01% 1629

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $327M AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Disciplined Investments's UPBD Position: Q3 2023 in Review

Disciplined Investments sold out of Upbound Group (UPBD) in Q3 2023, closing a stake of 13 shares — an estimated $405 sold.

Disciplined Investments first reported a position in UPBD in Q1 2022 and held it in 6 quarters. The position peaked at $405 in Q2 2023. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2023.

  • Disciplined Investments reported no remaining Upbound Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Upbound Group shares in Q3 2023, an estimated $405.
  • Disciplined Investments first reported a position in Upbound Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Upbound Group position peaked at $405 in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.