Fifth Lane Capital’s Upbound Group UPBD Stock Holding History

Fifth Lane Capital’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 Q2	–	Sell	-16,051	Closed	-$404K	–	377
2022 Q1	$404K	Buy	+16,051	New	+$580K	0.25%	126

Other funds holding UPBD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

Fifth Lane Capital's UPBD Position: Q2 2022 in Review

Fifth Lane Capital sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 16,051 shares — an estimated $404K sold.

Fifth Lane Capital first reported a position in UPBD in Q1 2022 and held it in 1 quarter. The position peaked at $404K in Q1 2022. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

Fifth Lane Capital reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
Fifth Lane Capital sold 16,051 Upbound Group shares in Q2 2022, an estimated $404K.
Fifth Lane Capital first reported a position in Upbound Group in Q1 2022 and held it in 1 quarter.
Fifth Lane Capital's Upbound Group position peaked at $404K in Q1 2022.
218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on Fifth Lane Capital's 13F filing for Q2 2022, filed 15 Aug 2022.