HFM
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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 – 707
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $327M AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Fund Management's UPBD Position: Q4 2023 in Review

Harvest Fund Management sold out of Upbound Group (UPBD) in Q4 2023, closing a stake of 1,758 shares — an estimated $52K sold.

Harvest Fund Management first reported a position in UPBD in Q1 2021 and held it in 5 quarters. The position peaked at $223K in Q3 2021. 233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

  • Harvest Fund Management reported no remaining Upbound Group position as of Q4 2023 after selling out during the quarter.
  • Harvest Fund Management sold 1,758 Upbound Group shares in Q4 2023, an estimated $52K.
  • Harvest Fund Management first reported a position in Upbound Group in Q1 2021 and held it in 5 quarters.
  • Harvest Fund Management's Upbound Group position peaked at $223K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Harvest Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.