FIM
UPBD icon

Freedom Investment Management’s Upbound Group UPBD Stock Holding History

Freedom Investment 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
2021
Q3 		– Sell
-7,172
Closed -$381K – 909
2021
Q2 		$381K Buy
7,172
+2,543
+55% +$148K 0.03% 626
2021
Q1 		$267K Buy
+4,629
New +$242K 0.02% 695
2019
Q3 		– Sell
-12,011
Closed -$320K – 737
2019
Q2 		$320K Buy
12,011
+1,751
+17% +$41.6K 0.03% 504
2019
Q1 		$214K Sell
10,260
-187
-2% -$3.45K 0.02% 616
2018
Q4 		$169K Sell
10,447
-1,499
-13% -$21.8K 0.01% 711
2018
Q3 		$176K Sell
11,946
-456
-4% -$6.7K 0.01% 860
2018
Q2 		$183K Sell
12,402
-1,598
-11% -$17.3K 0.01% 910
2018
Q1 		$121K Sell
14,000
-566
-4% -$5.43K 0.01% 1080
2017
Q4 		$162K Sell
14,566
-1,499
-9% -$16.4K 0.01% 1063
2017
Q3 		$184K Buy
+16,065
New +$199K 0.01% 1029
2015
Q4 		– Sell
-14,430
Closed -$75K – 802
2015
Q3 		$75K Buy
14,430
+2,456
+21% +$66K 0.01% 670
2015
Q2 		$339K Sell
11,974
-1,438
-11% -$43.2K 0.03% 448
2015
Q1 		$368K Sell
13,412
-744
-5% -$22.7K 0.04% 408
2014
Q4 		$514K Sell
14,156
-93
-0.7% -$3K 0.07% 280
2014
Q3 		$432K Sell
14,249
-1,200
-8% -$32.3K 0.08% 265
2014
Q2 		$443K Sell
15,449
-1,894
-11% -$53.6K 0.07% 263
2014
Q1 		$461K Buy
17,343
+4,345
+33% +$118K 0.1% 202
2013
Q4 		$433K Buy
+12,998
New +$450K 0.11% 186

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freedom Investment Management's UPBD Position: Q3 2021 in Review

Freedom Investment Management sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 7,172 shares — an estimated $381K sold.

Freedom Investment Management first reported a position in UPBD in Q4 2013 and held it in 18 quarters. The position peaked at $514K in Q4 2014. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • Freedom Investment Management reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 7,172 Upbound Group shares in Q3 2021, an estimated $381K.
  • Freedom Investment Management first reported a position in Upbound Group in Q4 2013 and held it in 18 quarters.
  • Freedom Investment Management's Upbound Group position peaked at $514K in Q4 2014.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.