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 – 4024
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 – 2194
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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

HighTower Advisors's UPBD Position: Q1 2024 in Review

HighTower Advisors sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 41,048 shares — an estimated $1.4M sold.

HighTower Advisors first reported a position in UPBD in Q1 2014 and held it in 15 quarters. The position peaked at $2.69M in Q3 2014. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • HighTower Advisors reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 41,048 Upbound Group shares in Q1 2024, an estimated $1.4M.
  • HighTower Advisors first reported a position in Upbound Group in Q1 2014 and held it in 15 quarters.
  • HighTower Advisors's Upbound Group position peaked at $2.69M in Q3 2014.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.