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Hudson Portfolio Management’s Upbound Group UPBD Stock Holding History

Hudson Portfolio 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
Q2 		– Sell
-11,250
Closed -$276K – 104
2023
Q1 		$276K Hold
11,250
– – 0.31% 85
2022
Q4 		$254K Sell
11,250
-475
-4% -$10.2K 0.28% 87
2022
Q3 		$205K Hold
11,725
– – 0.24% 93
2022
Q2 		$228K Buy
11,725
+2,350
+25% +$58.5K 0.24% 93
2022
Q1 		$236K Buy
9,375
+3,595
+62% +$130K 0.21% 97
2021
Q4 		$277K Buy
+5,780
New +$289K 0.24% 91

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hudson Portfolio Management's UPBD Position: Q2 2023 in Review

Hudson Portfolio Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 11,250 shares — an estimated $276K sold.

Hudson Portfolio Management first reported a position in UPBD in Q4 2021 and held it in 6 quarters. The position peaked at $277K in Q4 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Hudson Portfolio Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Hudson Portfolio Management sold 11,250 Upbound Group shares in Q2 2023, an estimated $276K.
  • Hudson Portfolio Management first reported a position in Upbound Group in Q4 2021 and held it in 6 quarters.
  • Hudson Portfolio Management's Upbound Group position peaked at $277K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Hudson Portfolio Management's 13F filing for Q2 2023, filed 8 Aug 2023.