Koshinski Asset Management
UPBD icon

Koshinski Asset Management’s Upbound Group UPBD Stock Holding History

Koshinski 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
2023
Q2 		– Sell
-9,135
Closed -$224K – 665
2023
Q1 		$224K Sell
9,135
-1,118
-11% -$28.8K 0.02% 508
2022
Q4 		$231K Sell
10,253
-608
-6% -$13K 0.02% 532
2022
Q3 		$190K Buy
10,861
+44
+0.4% +$1.1K 0.02% 506
2022
Q2 		$210K Sell
10,817
-540
-5% -$13.4K 0.02% 544
2022
Q1 		$286K Buy
11,357
+4,404
+63% +$159K 0.02% 490
2021
Q4 		$334K Buy
6,953
+6,234
+867% +$312K 0.03% 491
2021
Q3 		$40.4K Buy
+719
New +$42.3K ﹤0.01% 1209

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $327M AUM 22.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management's UPBD Position: Q2 2023 in Review

Koshinski Asset Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 9,135 shares — an estimated $224K sold.

Koshinski Asset Management first reported a position in UPBD in Q3 2021 and held it in 7 quarters. The position peaked at $334K in Q4 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Koshinski Asset Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 9,135 Upbound Group shares in Q2 2023, an estimated $224K.
  • Koshinski Asset Management first reported a position in Upbound Group in Q3 2021 and held it in 7 quarters.
  • Koshinski Asset Management's Upbound Group position peaked at $334K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.