EBA
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Eagle Bay Advisors’s Upbound Group UPBD Stock Holding History

Eagle Bay Advisors’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
2025
Q1 		– Sell
-57
Closed -$1.69K – 901
2024
Q4 		$1.69K Buy
57
+7
+14% +$217 ﹤0.01% 898
2024
Q3 		$1.6K Hold
50
– – ﹤0.01% 1264
2024
Q2 		$1.55K Hold
50
– – ﹤0.01% 920
2024
Q1 		$1.76K Buy
+50
New +$1.67K ﹤0.01% 891

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Eagle Bay Advisors's UPBD Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 57 shares — an estimated $1.69K sold.

Eagle Bay Advisors first reported a position in UPBD in Q1 2024 and held it in 4 quarters. The position peaked at $1.76K in Q1 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 57 Upbound Group shares in Q1 2025, an estimated $1.69K.
  • Eagle Bay Advisors first reported a position in Upbound Group in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Upbound Group position peaked at $1.76K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.