IA
UPBD icon

IndexIQ Advisors’s Upbound Group UPBD Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-7,324
Closed -$352K – 1518
2021
Q4 		$352K Sell
7,324
-473
-6% -$23.7K 0.01% 874
2021
Q3 		$438K Buy
7,797
+781
+11% +$46K 0.01% 706
2021
Q2 		$372K Buy
7,016
+109
+2% +$6.33K 0.01% 847
2021
Q1 		$398K Sell
6,907
-7,905
-53% -$414K 0.01% 771
2020
Q4 		$567K Buy
14,812
+1,529
+12% +$51.9K 0.02% 330
2020
Q3 		$397K Buy
13,283
+721
+6% +$21.3K 0.02% 328
2020
Q2 		$349K Sell
12,562
-322
-2% -$7.15K 0.02% 299
2020
Q1 		$182K Buy
+12,884
New +$310K 0.01% 637

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

IndexIQ Advisors's UPBD Position: Q1 2022 in Review

IndexIQ Advisors sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 7,324 shares — an estimated $352K sold.

IndexIQ Advisors first reported a position in UPBD in Q1 2020 and held it in 8 quarters. The position peaked at $567K in Q4 2020. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • IndexIQ Advisors reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 7,324 Upbound Group shares in Q1 2022, an estimated $352K.
  • IndexIQ Advisors first reported a position in Upbound Group in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's Upbound Group position peaked at $567K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.