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 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 $3.37T AUM 44.26% 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

FORA Capital's UPBD Position: Q2 2022 in Review

FORA Capital sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 12,469 shares — an estimated $330K sold.

FORA Capital first reported a position in UPBD in Q4 2019 and held it in 5 quarters. The position peaked at $330K in Q1 2022. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

FORA Capital reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
FORA Capital sold 12,469 Upbound Group shares in Q2 2022, an estimated $330K.
FORA Capital first reported a position in Upbound Group in Q4 2019 and held it in 5 quarters.
FORA Capital's Upbound Group position peaked at $330K in Q1 2022.
218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on FORA Capital's 13F filing for Q2 2022, filed 11 Aug 2022.