Financial Gravity Asset Management’s Upbound Group UPBD Stock Holding History

Financial Gravity Asset 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
2021 Q3	–	Sell	-1	Closed	-$53K	–	1008
2021 Q2	$53K	Buy	+1	New	+$58	0.02%	545
2019 Q4	$36K	Sell	301 -1	-0.3%	-$26	0.02%	793
2019 Q3	$8K	Sell	302 -138	-31%	-$3.62K	0.01%	645
2019 Q2	$12K	Sell	440 -8	-2%	-$190	0.01%	562
2019 Q1	$9K	Buy	+448	New	+$8.26K	0.01%	584
2018 Q3	$3K	Sell	198 -16	-7%	-$235	﹤0.01%	884
2018 Q2	$3K	Sell	214 -104	-33%	-$1.13K	﹤0.01%	920
2018 Q1	$3K	Buy	+318	New	+$3.05K	﹤0.01%	885

Other funds holding UPBD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Financial Gravity Asset Management's UPBD Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 1 share — an estimated $53K sold.

Financial Gravity Asset Management first reported a position in UPBD in Q1 2018 and held it in 8 quarters. The position peaked at $53K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

Financial Gravity Asset Management reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Upbound Group share in Q3 2021, an estimated $53K.
Financial Gravity Asset Management first reported a position in Upbound Group in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Upbound Group position peaked at $53K in Q2 2021.
270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.