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Harel Insurance Investments & Financial Services’s Upbound Group UPBD Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q2 		– Sell
-6,000
Closed -$1.16M – 870
2021
Q1 		$1.16M Buy
+6,000
New +$314K 0.02% 332

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State Street
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Fuller & Thaler Asset Management
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Renaissance Technologies
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HRCM
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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

Harel Insurance Investments & Financial Services's UPBD Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of Upbound Group (UPBD) in Q2 2021, closing a stake of 6,000 shares — an estimated $1.16M sold.

Harel Insurance Investments & Financial Services first reported a position in UPBD in Q1 2021 and held it in 1 quarter. The position peaked at $1.16M in Q1 2021. 284 funds tracked by Wall St. Rank hold UPBD as of Q2 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Upbound Group position as of Q2 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 6,000 Upbound Group shares in Q2 2021, an estimated $1.16M.
  • Harel Insurance Investments & Financial Services first reported a position in Upbound Group in Q1 2021 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Upbound Group position peaked at $1.16M in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Upbound Group as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.