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Kettle Hill Capital Management’s Upbound Group UPBD Stock Holding History

Kettle Hill Capital 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
2023
Q1 		– Sell
-282,524
Closed -$6.37M – 76
2022
Q4 		$6.37M Buy
+282,524
New +$6.05M 1.25% 30

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kettle Hill Capital Management's UPBD Position: Q1 2023 in Review

Kettle Hill Capital Management sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 282,524 shares — an estimated $6.37M sold.

Kettle Hill Capital Management first reported a position in UPBD in Q4 2022 and held it in 1 quarter. The position peaked at $6.37M in Q4 2022. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Kettle Hill Capital Management reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Kettle Hill Capital Management sold 282,524 Upbound Group shares in Q1 2023, an estimated $6.37M.
  • Kettle Hill Capital Management first reported a position in Upbound Group in Q4 2022 and held it in 1 quarter.
  • Kettle Hill Capital Management's Upbound Group position peaked at $6.37M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Kettle Hill Capital Management's 13F filing for Q1 2023, filed 15 May 2023.