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Human Investing’s Upbound Group UPBD Stock Holding History

Human Investing’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
2021
Q4 		– Sell
-18,495
Closed -$1.04M – 112
2021
Q3 		$1.04M Sell
18,495
-403
-2% -$23.7K 0.25% 72
2021
Q2 		$1M Buy
18,898
+567
+3% +$32.9K 0.24% 78
2021
Q1 		$1.06M Buy
18,331
+17,762
+3,122% +$929K 0.27% 71
2020
Q4 		$22K Buy
569
+332
+140% +$11.3K 0.01% 192
2020
Q3 		$7K Hold
237
– – ﹤0.01% 243
2020
Q2 		$7K Hold
237
– – ﹤0.01% 242
2020
Q1 		$3K Hold
237
– – ﹤0.01% 265
2019
Q4 		$7K Sell
237
-7,006
-97% -$183K ﹤0.01% 301
2019
Q3 		$187K Buy
7,243
+1,643
+29% +$43.1K 0.07% 112
2019
Q2 		$149K Sell
5,600
-301
-5% -$7.15K 0.05% 127
2019
Q1 		$123K Buy
+5,901
New +$109K 0.05% 129

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Human Investing's UPBD Position: Q4 2021 in Review

Human Investing sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 18,495 shares — an estimated $1.04M sold.

Human Investing first reported a position in UPBD in Q1 2019 and held it in 11 quarters. The position peaked at $1.06M in Q1 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Human Investing reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Human Investing sold 18,495 Upbound Group shares in Q4 2021, an estimated $1.04M.
  • Human Investing first reported a position in Upbound Group in Q1 2019 and held it in 11 quarters.
  • Human Investing's Upbound Group position peaked at $1.06M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Human Investing's 13F filing for Q4 2021, filed 10 Feb 2022.