HighTower Advisors
UPBD icon

HighTower Advisors’s Upbound Group UPBD Stock Holding History

HighTower Advisors’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
2024
Q1 		– Sell
-41,048
Closed -$1.4M – 4026
2023
Q4 		$1.4M Buy
41,048
+378
+0.9% +$11.3K ﹤0.01% 1660
2023
Q3 		$1.2M Sell
40,670
-6,536
-14% -$204K ﹤0.01% 1664
2023
Q2 		$1.47M Buy
47,206
+358
+0.8% +$10.5K ﹤0.01% 1529
2023
Q1 		$1.15M Buy
46,848
+5,969
+15% +$154K ﹤0.01% 1596
2022
Q4 		$921K Buy
+40,879
New +$876K ﹤0.01% 1728
2022
Q1 		– Sell
-5,192
Closed -$247K – 3702
2021
Q4 		$247K Sell
5,192
-16,416
-76% -$821K ﹤0.01% 2608
2021
Q3 		$1.21M Buy
21,608
+16,512
+324% +$972K ﹤0.01% 1550
2021
Q2 		$270K Buy
5,096
+1,272
+33% +$73.9K ﹤0.01% 2448
2021
Q1 		$220K Sell
3,824
-4,822
-56% -$252K ﹤0.01% 2534
2020
Q4 		$331K Buy
+8,646
New +$294K ﹤0.01% 1867
2016
Q1 		– Sell
-15,958
Closed -$236K – 2196
2015
Q4 		$236K Buy
15,958
+440
+3% +$8.4K ﹤0.01% 1682
2015
Q3 		$377K Buy
+15,518
New +$417K 0.01% 1343
2014
Q4 		– Sell
-88,944
Closed -$2.69M – 1662
2014
Q3 		$2.69M Buy
88,944
+2,005
+2% +$53.9K 0.05% 448
2014
Q2 		$2.49M Buy
86,939
+7,109
+9% +$201K 0.04% 497
2014
Q1 		$2.12M Buy
+79,830
New +$2.16M 0.04% 498

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return