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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 $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