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Evergreen Capital Management’s Upbound Group UPBD Stock Holding History

Evergreen Capital 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
2024
Q2 		– Sell
-5,940
Closed -$209K – 997
2024
Q1 		$209K Sell
5,940
-17
-0.3% -$568 0.01% 783
2023
Q4 		$205K Buy
+5,957
New +$177K 0.01% 767
2020
Q1 		– Sell
-7,765
Closed -$224K – 491
2019
Q4 		$224K Hold
7,765
– – 0.02% 417
2019
Q3 		$200K Hold
7,765
– – 0.02% 395
2019
Q2 		$207K Buy
+7,765
New +$185K 0.02% 391

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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's UPBD Position: Q2 2024 in Review

Evergreen Capital Management sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 5,940 shares — an estimated $209K sold.

Evergreen Capital Management first reported a position in UPBD in Q2 2019 and held it in 5 quarters. The position peaked at $224K in Q4 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Evergreen Capital Management reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 5,940 Upbound Group shares in Q2 2024, an estimated $209K.
  • Evergreen Capital Management first reported a position in Upbound Group in Q2 2019 and held it in 5 quarters.
  • Evergreen Capital Management's Upbound Group position peaked at $224K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Evergreen Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.