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Fox Run Management’s Upbound Group UPBD Stock Holding History

Fox Run 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
2025
Q4 		– Sell
-21,305
Closed -$503K – 1282
2025
Q3 		$503K Sell
21,305
-828
-4% -$20.4K 0.08% 497
2025
Q2 		$556K Sell
22,133
-11,176
-34% -$261K 0.09% 424
2025
Q1 		$798K Buy
33,309
+19,092
+134% +$524K 0.12% 283
2024
Q4 		$415K Sell
14,217
-4,021
-22% -$125K 0.08% 502
2024
Q3 		$583K Buy
18,238
+10,703
+142% +$344K 0.13% 288
2024
Q2 		$231K Buy
+7,535
New +$241K 0.04% 623
2024
Q1 		– Sell
-8,226
Closed -$279K – 1073
2023
Q4 		$279K Buy
+8,226
New +$245K 0.07% 518
2022
Q3 		– Sell
-16,244
Closed -$316K – 840
2022
Q2 		$316K Buy
+16,244
New +$404K 0.16% 273
2021
Q4 		– Sell
-5,860
Closed -$329K – 708
2021
Q3 		$329K Buy
5,860
+1,381
+31% +$81.3K 0.21% 194
2021
Q2 		$238K Sell
4,479
-2,332
-34% -$135K 0.22% 241
2021
Q1 		$393K Buy
+6,811
New +$356K 0.71% 23
2018
Q2 		– Sell
-24,911
Closed -$215K – 928
2018
Q1 		$215K Buy
+24,911
New +$239K 0.05% 606
2017
Q4 		– Sell
-32,600
Closed -$374K – 902
2017
Q3 		$374K Buy
+32,600
New +$403K 0.11% 408
2016
Q2 		– Sell
-22,000
Closed -$349K – 675
2016
Q1 		$349K Buy
+22,000
New +$293K 0.23% 180

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return