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J. Safra Asset Management’s Upbound Group UPBD Stock Holding History

J. Safra Asset Management’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
2024
Q4 		– Sell
-294
Closed -$9.53K – 366
2024
Q3 		$9.53K Buy
294
+261
+791% +$8.39K ﹤0.01% 245
2024
Q2 		$1.01K Buy
+33
New +$1.05K ﹤0.01% 247

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

J. Safra Asset Management's UPBD Position: Q4 2024 in Review

J. Safra Asset Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 294 shares — an estimated $9.53K sold.

J. Safra Asset Management first reported a position in UPBD in Q2 2024 and held it in 2 quarters. The position peaked at $9.53K in Q3 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • J. Safra Asset Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • J. Safra Asset Management sold 294 Upbound Group shares in Q4 2024, an estimated $9.53K.
  • J. Safra Asset Management first reported a position in Upbound Group in Q2 2024 and held it in 2 quarters.
  • J. Safra Asset Management's Upbound Group position peaked at $9.53K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on J. Safra Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.