Halpern Financial’s Upbound Group UPBD Stock Holding History

Halpern Financial’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
2022 Q1	–	Sell	-800	Closed	-$38.4K	–	272
2021 Q4	$38.4K	Buy	+800	New	+$40K	0.02%	98

Other funds holding UPBD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Halpern Financial's UPBD Position: Q1 2022 in Review

Halpern Financial sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 800 shares — an estimated $38.4K sold.

Halpern Financial first reported a position in UPBD in Q4 2021 and held it in 1 quarter. The position peaked at $38.4K in Q4 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

Halpern Financial reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 800 Upbound Group shares in Q1 2022, an estimated $38.4K.
Halpern Financial first reported a position in Upbound Group in Q4 2021 and held it in 1 quarter.
Halpern Financial's Upbound Group position peaked at $38.4K in Q4 2021.
225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.