Ensign Peak Advisors’s Upbound Group UPBD Stock Holding History

Ensign Peak Advisors’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 Q4	–	Sell	-17,850	Closed	-$313K	–	2205
2022 Q3	$313K	Sell	17,850 -4,050	-18%	-$101K	﹤0.01%	1689
2022 Q2	$426K	Hold	21,900	–	–	﹤0.01%	1534
2022 Q1	$552K	Hold	21,900	–	–	﹤0.01%	1507
2021 Q4	$1.05M	Sell	21,900 -25,200	-54%	-$1.26M	﹤0.01%	1253
2021 Q3	$2.65M	Buy	47,100 +3,600	+8%	+$212K	0.01%	953
2021 Q2	$2.31M	Hold	43,500	–	–	﹤0.01%	1042
2021 Q1	$2.51M	Hold	43,500	–	–	0.01%	989
2020 Q4	$1.67M	Hold	43,500	–	–	﹤0.01%	1167
2020 Q3	$1.3M	Hold	43,500	–	–	﹤0.01%	1189
2020 Q2	$1.21M	Hold	43,500	–	–	﹤0.01%	1213
2020 Q1	$615K	Hold	43,500	–	–	﹤0.01%	1334
2019 Q4	$1.25M	Buy	+43,500	New	+$1.14M	﹤0.01%	1246

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ensign Peak Advisors's UPBD Position: Q4 2022 in Review

Ensign Peak Advisors sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 17,850 shares — an estimated $313K sold.

Ensign Peak Advisors first reported a position in UPBD in Q4 2019 and held it in 12 quarters. The position peaked at $2.65M in Q3 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

Ensign Peak Advisors reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
Ensign Peak Advisors sold 17,850 Upbound Group shares in Q4 2022, an estimated $313K.
Ensign Peak Advisors first reported a position in Upbound Group in Q4 2019 and held it in 12 quarters.
Ensign Peak Advisors's Upbound Group position peaked at $2.65M in Q3 2021.
204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Ensign Peak Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.