IA
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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 $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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return