Eaton Vance Management
UPBD icon

Eaton Vance Management’s Upbound Group UPBD Stock Holding History

Eaton Vance Management’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
2022
Q1 		– Sell
-856
Closed -$42K – 2669
2021
Q4 		$42K Buy
856
+3
+0.4% +$150 ﹤0.01% 2179
2021
Q3 		$0 Buy
853
+111
+15% +$6.53K ﹤0.01% 2684
2021
Q2 		$39K Buy
742
+409
+123% +$23.8K ﹤0.01% 2240
2021
Q1 		$19K Buy
+333
New +$17.4K ﹤0.01% 2116

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Eaton Vance Management's UPBD Position: Q1 2022 in Review

Eaton Vance Management sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 856 shares — an estimated $42K sold.

Eaton Vance Management first reported a position in UPBD in Q1 2021 and held it in 4 quarters. The position peaked at $42K in Q4 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Eaton Vance Management reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 856 Upbound Group shares in Q1 2022, an estimated $42K.
  • Eaton Vance Management first reported a position in Upbound Group in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Upbound Group position peaked at $42K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.