GI
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Gradient Investments’s Upbound Group UPBD Stock Holding History

Gradient Investments’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
-32
Closed -$1.07K – 1807
2023
Q4 		$1.07K Buy
32
+1
+3% +$30 ﹤0.01% 1402
2023
Q3 		$919 Hold
31
– – ﹤0.01% 1403
2023
Q2 		$961 Buy
31
+1
+3% +$29 ﹤0.01% 1373
2023
Q1 		$746 Hold
30
– – ﹤0.01% 1236
2022
Q4 		$677 Buy
+30
New +$643 ﹤0.01% 1264

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

Gradient Investments's UPBD Position: Q1 2024 in Review

Gradient Investments sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 32 shares — an estimated $1.07K sold.

Gradient Investments first reported a position in UPBD in Q4 2022 and held it in 5 quarters. The position peaked at $1.07K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Gradient Investments reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 32 Upbound Group shares in Q1 2024, an estimated $1.07K.
  • Gradient Investments first reported a position in Upbound Group in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Upbound Group position peaked at $1.07K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.