HI
UPBD icon

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 $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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return