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Elo Mutual Pension Insurance’s Upbound Group UPBD Stock Holding History

Elo Mutual Pension Insurance’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
Q2 		– Sell
-11,934
Closed -$286K – 702
2025
Q1 		$286K Buy
+11,934
New +$328K 0.01% 605
2018
Q4 		– Sell
-408,163
Closed -$5.87M – 34
2018
Q3 		$5.87M Buy
408,163
+218,998
+116% +$3.22M 0.25% 25
2018
Q2 		$2.79M Buy
+189,165
New +$2.05M 0.13% 27

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Elo Mutual Pension Insurance's UPBD Position: Q2 2025 in Review

Elo Mutual Pension Insurance sold out of Upbound Group (UPBD) in Q2 2025, closing a stake of 11,934 shares — an estimated $286K sold.

Elo Mutual Pension Insurance first reported a position in UPBD in Q2 2018 and held it in 3 quarters. The position peaked at $5.87M in Q3 2018. 255 funds tracked by Wall St. Rank hold UPBD as of Q2 2025.

  • Elo Mutual Pension Insurance reported no remaining Upbound Group position as of Q2 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 11,934 Upbound Group shares in Q2 2025, an estimated $286K.
  • Elo Mutual Pension Insurance first reported a position in Upbound Group in Q2 2018 and held it in 3 quarters.
  • Elo Mutual Pension Insurance's Upbound Group position peaked at $5.87M in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Upbound Group as of Q2 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.