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Intersect Capital’s Upbound Group UPBD Stock Holding History

Intersect Capital’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
-5,283
Closed -$254K – 468
2021
Q4 		$254K Sell
5,283
-341
-6% -$17.1K 0.05% 347
2021
Q3 		$316K Buy
5,624
+169
+3% +$9.95K 0.05% 269
2021
Q2 		$289K Sell
5,455
-10
-0.2% -$581 0.05% 265
2021
Q1 		$315K Buy
5,465
+211
+4% +$11K 0.06% 234
2020
Q4 		$201K Buy
+5,254
New +$178K 0.04% 273

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

Intersect Capital's UPBD Position: Q1 2022 in Review

Intersect Capital sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 5,283 shares — an estimated $254K sold.

Intersect Capital first reported a position in UPBD in Q4 2020 and held it in 5 quarters. The position peaked at $316K in Q3 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Intersect Capital reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Intersect Capital sold 5,283 Upbound Group shares in Q1 2022, an estimated $254K.
  • Intersect Capital first reported a position in Upbound Group in Q4 2020 and held it in 5 quarters.
  • Intersect Capital's Upbound Group position peaked at $316K in Q3 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.