IP
UPBD icon

Interval Partners’s Upbound Group UPBD Stock Holding History

Interval Partners’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
2025
Q4 		– Sell
-33,276
Closed -$786K – 471
2025
Q3 		$786K Sell
33,276
-52,448
-61% -$1.29M 0.01% 356
2025
Q2 		$2.15M Buy
85,724
+25,869
+43% +$604K 0.04% 281
2025
Q1 		$1.43M Sell
59,855
-5,987
-9% -$164K 0.03% 295
2024
Q4 		$1.92M Buy
65,842
+11,781
+22% +$366K 0.04% 275
2024
Q3 		$1.73M Sell
54,061
-11,240
-17% -$361K 0.04% 281
2024
Q2 		$2M Sell
65,301
-30,830
-32% -$985K 0.04% 298
2024
Q1 		$3.38M Buy
96,131
+58,442
+155% +$1.95M 0.09% 202
2023
Q4 		$1.28M Sell
37,689
-157,066
-81% -$4.68M 0.04% 254
2023
Q3 		$5.74M Buy
194,755
+144,755
+290% +$4.51M 0.17% 138
2023
Q2 		$1.56M Buy
50,000
+30,000
+150% +$877K 0.06% 212
2023
Q1 		$490K Buy
+20,000
New +$515K 0.02% 246
2022
Q1 		– Sell
-20,187
Closed -$970K – 334
2021
Q4 		$970K Buy
+20,187
New +$1.01M 0.04% 223

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return