Freedom Day Solutions’s Upbound Group UPBD Stock Holding History

Freedom Day Solutions’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	–	Sell	-11,410	Closed	-$641K	–	126
2021 Q3	$641K	Buy	+11,410	New	+$672K	0.3%	84

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Freedom Day Solutions's UPBD Position: Q4 2021 in Review

Freedom Day Solutions sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 11,410 shares — an estimated $641K sold.

Freedom Day Solutions first reported a position in UPBD in Q3 2021 and held it in 1 quarter. The position peaked at $641K in Q3 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

Freedom Day Solutions reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
Freedom Day Solutions sold 11,410 Upbound Group shares in Q4 2021, an estimated $641K.
Freedom Day Solutions first reported a position in Upbound Group in Q3 2021 and held it in 1 quarter.
Freedom Day Solutions's Upbound Group position peaked at $641K in Q3 2021.
247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Freedom Day Solutions's 13F filing for Q4 2021, filed 8 Feb 2022.