GCM
UPBD icon

Gladius Capital Management’s Upbound Group UPBD Stock Holding History

Gladius 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
2023
Q2 		– Sell
-5,272
Closed -$129K – 464
2023
Q1 		$129K Buy
+5,272
New +$136K 0.01% 176
2022
Q2 		– Sell
-4,345
Closed -$110K – 433
2022
Q1 		$110K Buy
4,345
+1,403
+48% +$50.7K 0.01% 211
2021
Q4 		$142K Buy
+2,942
New +$147K 0.01% 218

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gladius Capital Management's UPBD Position: Q2 2023 in Review

Gladius Capital Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 5,272 shares — an estimated $129K sold.

Gladius Capital Management first reported a position in UPBD in Q4 2021 and held it in 3 quarters. The position peaked at $142K in Q4 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Gladius Capital Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Gladius Capital Management sold 5,272 Upbound Group shares in Q2 2023, an estimated $129K.
  • Gladius Capital Management first reported a position in Upbound Group in Q4 2021 and held it in 3 quarters.
  • Gladius Capital Management's Upbound Group position peaked at $142K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Gladius Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.