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FORA Capital’s Upbound Group UPBD Stock Holding History

FORA 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
-12,469
Closed -$330K – 693
2022
Q1 		$330K Buy
+12,469
New +$451K 0.06% 365
2021
Q1 		– Sell
-5,967
Closed -$228K – 1118
2020
Q4 		$228K Buy
5,967
+1,636
+38% +$55.6K 0.03% 483
2020
Q3 		$129K Buy
+4,331
New +$128K 0.08% 248
2020
Q2 		– Sell
-6,197
Closed -$88K – 1330
2020
Q1 		$88K Sell
6,197
-3,329
-35% -$80.1K 0.02% 642
2019
Q4 		$275K Buy
+9,526
New +$249K 0.03% 544

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