Jackson Creek Investment Advisors’s Upbound Group UPBD Stock Holding History

Jackson Creek Investment 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
2025 Q1	–	Sell	-35,892	Closed	-$1.05M	–	379
2024 Q4	$1.05M	Sell	35,892 -1,120	-3%	-$34.8K	0.32%	165
2024 Q3	$1.18M	Buy	37,012 +8,240	+29%	+$265K	0.35%	158
2024 Q2	$883K	Sell	28,772 -53	-0.2%	-$1.69K	0.32%	178
2024 Q1	$1.01M	Sell	28,825 -63	-0.2%	-$2.1K	0.36%	151
2023 Q4	$981K	Buy	28,888 +6	+0%	+$179	0.38%	130
2023 Q3	$851K	Sell	28,882 -20	-0.1%	-$624	0.36%	143
2023 Q2	$900K	Buy	+28,902	New	+$845K	0.36%	139
2021 Q3	–	Sell	-16,412	Closed	-$871K	–	345
2021 Q2	$871K	Sell	16,412 -2,603	-14%	-$151K	0.32%	172
2021 Q1	$1.1M	Sell	19,015 -10,214	-35%	-$534K	0.38%	125
2020 Q4	$1.12M	Sell	29,229 -53	-0.2%	-$1.8K	0.44%	65
2020 Q3	$875K	Buy	+29,282	New	+$866K	0.4%	88

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Jackson Creek Investment Advisors's UPBD Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 35,892 shares — an estimated $1.05M sold.

Jackson Creek Investment Advisors first reported a position in UPBD in Q3 2020 and held it in 11 quarters. The position peaked at $1.18M in Q3 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

Jackson Creek Investment Advisors reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 35,892 Upbound Group shares in Q1 2025, an estimated $1.05M.
Jackson Creek Investment Advisors first reported a position in Upbound Group in Q3 2020 and held it in 11 quarters.
Jackson Creek Investment Advisors's Upbound Group position peaked at $1.18M in Q3 2024.
243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.