HFM
UPBD icon

Harvest Fund Management’s Upbound Group UPBD Stock Holding History

Harvest Fund Management’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
Q4 		– Sell
-1,758
Closed -$52K – 710
2023
Q3 		$52K Hold
1,758
– – 0.01% 401
2023
Q2 		$55K Buy
+1,758
New +$51.4K 0.01% 418
2021
Q4 		– Sell
-3,975
Closed -$223K – 811
2021
Q3 		$223K Buy
3,975
+2,951
+288% +$174K 0.05% 140
2021
Q2 		$55K Hold
1,024
– – 0.01% 400
2021
Q1 		$59K Buy
+1,024
New +$53.6K 0.01% 367

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return