Ken Fisher
UPBD icon

Ken Fisher’s Upbound Group UPBD Stock Holding History

Ken Fisher’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
Q2 		– Sell
-160,346
Closed -$5.65M – 1055
2024
Q1 		$5.65M Buy
160,346
+9,284
+6% +$310K ﹤0.01% 495
2023
Q4 		$5.13M Sell
151,062
-21,279
-12% -$634K ﹤0.01% 491
2023
Q3 		$5.08M Buy
172,341
+14,829
+9% +$462K ﹤0.01% 523
2023
Q2 		$4.9M Buy
157,512
+371
+0.2% +$10.8K ﹤0.01% 547
2023
Q1 		$3.85M Buy
157,141
+13,118
+9% +$338K ﹤0.01% 576
2022
Q4 		$3.25M Buy
144,023
+96,056
+200% +$2.06M ﹤0.01% 580
2022
Q3 		$840K Buy
+47,967
New +$1.19M ﹤0.01% 700

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's UPBD Position: Q2 2024 in Review

Ken Fisher sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 160,346 shares — an estimated $5.65M sold.

Ken Fisher first reported a position in UPBD in Q3 2022 and held it in 7 quarters. The position peaked at $5.65M in Q1 2024. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Ken Fisher reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 160,346 Upbound Group shares in Q2 2024, an estimated $5.65M.
  • Ken Fisher first reported a position in Upbound Group in Q3 2022 and held it in 7 quarters.
  • Ken Fisher's Upbound Group position peaked at $5.65M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.