First Midwest Bank Trust Division’s Upbound Group UPBD Stock Holding History

First Midwest Bank Trust Division’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 Q4	$584K	Hold	12,149	–	–	0.08%	238
2021 Q3	$683K	Sell	12,149 -2,595	-18%	-$153K	0.1%	208
2021 Q2	$782K	Buy	14,744 +177	+1%	+$10.3K	0.11%	203
2021 Q1	$840K	Sell	14,567 -25,216	-63%	-$1.32M	0.12%	185
2020 Q4	$1.52M	Sell	39,783 -31,785	-44%	-$1.08M	0.22%	113
2020 Q3	$2.14M	Buy	71,568 +42,804	+149%	+$1.27M	0.33%	76
2020 Q2	$800K	Sell	28,764 -3,614	-11%	-$80.3K	0.13%	174
2020 Q1	$458K	Buy	+32,378	New	+$779K	0.08%	229
2018 Q2	–	Sell	-176,192	Closed	-$1.52M	–	431
2018 Q1	$1.52M	Buy	+176,192	New	+$1.69M	0.21%	136

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Midwest Bank Trust Division's UPBD Position: Q4 2021 in Review

First Midwest Bank Trust Division held its Upbound Group (UPBD) position steady in Q4 2021 at 12,149 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #238.

First Midwest Bank Trust Division first reported a position in UPBD in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.14M in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

First Midwest Bank Trust Division held 12,149 shares of Upbound Group worth $584K as of Q4 2021.
First Midwest Bank Trust Division left its Upbound Group share count unchanged in Q4 2021.
Upbound Group made up 0.08% of First Midwest Bank Trust Division's portfolio in Q4 2021, its #238 holding.
First Midwest Bank Trust Division first reported a position in Upbound Group in Q1 2018 and has held it in 9 quarters since.
First Midwest Bank Trust Division's Upbound Group position peaked at $2.14M in Q3 2020.
247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on First Midwest Bank Trust Division's 13F filing for Q4 2021, filed 18 Jan 2022.