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EAM Investors’s Upbound Group UPBD Stock Holding History

EAM Investors’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
-36,173
Closed -$1.13M – 382
2023
Q2 		$1.13M Buy
+36,173
New +$1.06M 0.21% 218
2021
Q3 		– Sell
-27,023
Closed -$1.43M – 397
2021
Q2 		$1.43M Sell
27,023
-26,831
-50% -$1.56M 0.22% 240
2021
Q1 		$3.1M Buy
+53,854
New +$2.82M 0.47% 42
2019
Q4 		– Sell
-84,463
Closed -$2.18M – 318
2019
Q3 		$2.18M Sell
84,463
-22,419
-21% -$589K 0.58% 44
2019
Q2 		$2.85M Buy
+106,882
New +$2.54M 0.7% 28

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

EAM Investors's UPBD Position: Q3 2023 in Review

EAM Investors sold out of Upbound Group (UPBD) in Q3 2023, closing a stake of 36,173 shares — an estimated $1.13M sold.

EAM Investors first reported a position in UPBD in Q2 2019 and held it in 5 quarters. The position peaked at $3.1M in Q1 2021. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2023.

  • EAM Investors reported no remaining Upbound Group position as of Q3 2023 after selling out during the quarter.
  • EAM Investors sold 36,173 Upbound Group shares in Q3 2023, an estimated $1.13M.
  • EAM Investors first reported a position in Upbound Group in Q2 2019 and held it in 5 quarters.
  • EAM Investors's Upbound Group position peaked at $3.1M in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2023.

Based on EAM Investors's 13F filing for Q3 2023, filed 13 Nov 2023.