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UPBD icon

Ergoteles’s Upbound Group UPBD Stock Holding History

Ergoteles’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
Q2 		– Sell
-18,035
Closed -$442K – 1544
2023
Q1 		$442K Sell
18,035
-42,291
-70% -$1.09M 0.02% 778
2022
Q4 		$1.36M Buy
+60,326
New +$1.29M 0.05% 377
2022
Q3 		– Sell
-57,288
Closed -$1.11M – 2001
2022
Q2 		$1.11M Buy
+57,288
New +$1.43M 0.03% 503
2021
Q4 		– Sell
-24,100
Closed -$1.35M – 1616
2021
Q3 		$1.35M Buy
+24,100
New +$1.42M 0.05% 322

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return