JPLA
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Joseph P. Lucia & Associates’s Upbound Group UPBD Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q3 		– Sell
-500
Closed -$27K – 626
2021
Q2 		$27K Buy
+500
New +$29K 0.02% 284

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Vanguard Group
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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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Joseph P. Lucia & Associates's UPBD Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 500 shares — an estimated $27K sold.

Joseph P. Lucia & Associates first reported a position in UPBD in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 500 Upbound Group shares in Q3 2021, an estimated $27K.
  • Joseph P. Lucia & Associates first reported a position in Upbound Group in Q2 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Upbound Group position peaked at $27K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.