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Harbor Investment Advisory’s Upbound Group UPBD Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-10
Closed -$226 – 1368
2022
Q4 		$226 Hold
10
– – ﹤0.01% 1306
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1401
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1413
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1398
2021
Q4 		$0 Buy
+10
New +$500 ﹤0.01% 1372

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harbor Investment Advisory's UPBD Position: Q1 2023 in Review

Harbor Investment Advisory sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 10 shares — an estimated $226 sold.

Harbor Investment Advisory first reported a position in UPBD in Q4 2021 and held it in 5 quarters. The position peaked at $226 in Q4 2022. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Harbor Investment Advisory reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 10 Upbound Group shares in Q1 2023, an estimated $226.
  • Harbor Investment Advisory first reported a position in Upbound Group in Q4 2021 and held it in 5 quarters.
  • Harbor Investment Advisory's Upbound Group position peaked at $226 in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.