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Edgestream Partners’s Upbound Group UPBD Stock Holding History

Edgestream Partners’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
-63,841
Closed -$1.86M – 1085
2024
Q4 		$1.86M Buy
63,841
+30,850
+94% +$958K 0.08% 412
2024
Q3 		$1.06M Sell
32,991
-107,641
-77% -$3.46M 0.05% 560
2024
Q2 		$4.32M Buy
140,632
+3,601
+3% +$115K 0.21% 160
2024
Q1 		$4.82M Buy
137,031
+60,203
+78% +$2.01M 0.24% 122
2023
Q4 		$2.61M Buy
+76,828
New +$2.29M 0.19% 175

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

Edgestream Partners's UPBD Position: Q1 2025 in Review

Edgestream Partners sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 63,841 shares — an estimated $1.86M sold.

Edgestream Partners first reported a position in UPBD in Q4 2023 and held it in 5 quarters. The position peaked at $4.82M in Q1 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Edgestream Partners reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 63,841 Upbound Group shares in Q1 2025, an estimated $1.86M.
  • Edgestream Partners first reported a position in Upbound Group in Q4 2023 and held it in 5 quarters.
  • Edgestream Partners's Upbound Group position peaked at $4.82M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.