KI
UPBD icon

Kula Investments’s Upbound Group UPBD Stock Holding History

Kula Investments’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 		$1M Buy
+40,872
New +$1.05M 0.25% 126

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

Kula Investments's UPBD Position: Q1 2023 in Review

Kula Investments opened a new position in Upbound Group (UPBD) in Q1 2023: 40,872 shares worth $1M. The stake represents 0.25% of the portfolio and ranks #126 among its holdings.

204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Kula Investments held 40,872 shares of Upbound Group worth $1M as of Q1 2023.
  • Upbound Group was a new Kula Investments position in Q1 2023.
  • Upbound Group made up 0.25% of Kula Investments's portfolio in Q1 2023, its #126 holding.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.