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Gallacher Capital Management’s Upbound Group UPBD Stock Holding History

Gallacher Capital 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
2024
Q1 		– Sell
-6,403
Closed -$218K – 313
2023
Q4 		$218K Sell
6,403
-7,479
-54% -$223K 0.12% 231
2023
Q3 		$409K Buy
+13,882
New +$433K 0.26% 84
2023
Q2 		– Sell
-20,550
Closed -$504K – 279
2023
Q1 		$504K Sell
20,550
-4,392
-18% -$113K 0.3% 72
2022
Q4 		$562K Buy
+24,942
New +$534K 0.34% 54

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gallacher Capital Management's UPBD Position: Q1 2024 in Review

Gallacher Capital Management sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 6,403 shares — an estimated $218K sold.

Gallacher Capital Management first reported a position in UPBD in Q4 2022 and held it in 4 quarters. The position peaked at $562K in Q4 2022. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Gallacher Capital Management reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Gallacher Capital Management sold 6,403 Upbound Group shares in Q1 2024, an estimated $218K.
  • Gallacher Capital Management first reported a position in Upbound Group in Q4 2022 and held it in 4 quarters.
  • Gallacher Capital Management's Upbound Group position peaked at $562K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Gallacher Capital Management's 13F filing for Q1 2024, filed 6 May 2024.