Gratia Capital’s Upbound Group UPBD Stock Holding History

Gratia Capital’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
2018 Q1	–	Sell	-390,000	Closed	-$4.07M	–	54
2017 Q4	$4.07M	Buy	+390,000	New	+$4.27M	1.02%	21

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gratia Capital's UPBD Position: Q3 2022 in Review

Gratia Capital sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 186,774 shares — an estimated $3.63M sold.

Gratia Capital first reported a position in UPBD in Q2 2017 and held it in 12 quarters. The position peaked at $12.2M in Q2 2017. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

Gratia Capital reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
Gratia Capital sold 186,774 Upbound Group shares in Q3 2022, an estimated $3.63M.
Gratia Capital first reported a position in Upbound Group in Q2 2017 and held it in 12 quarters.
Gratia Capital's Upbound Group position peaked at $12.2M in Q2 2017.
216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Gratia Capital's 13F filing for Q3 2022, filed 14 Nov 2022.