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Lee Financial’s Upbound Group UPBD Stock Holding History

Lee Financial’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
Q1 		– Sell
-118
Closed -$4.05K – 783
2023
Q4 		$4.05K Buy
118
+69
+141% +$2.06K ﹤0.01% 591
2023
Q3 		$1.44K Hold
49
– – ﹤0.01% 741
2023
Q2 		$1.54K Sell
49
-32
-40% -$935 ﹤0.01% 701
2023
Q1 		$1.99K Buy
+81
New +$2.08K ﹤0.01% 674

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial's UPBD Position: Q1 2024 in Review

Lee Financial sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 118 shares — an estimated $4.05K sold.

Lee Financial first reported a position in UPBD in Q1 2023 and held it in 4 quarters. The position peaked at $4.05K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Lee Financial reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 118 Upbound Group shares in Q1 2024, an estimated $4.05K.
  • Lee Financial first reported a position in Upbound Group in Q1 2023 and held it in 4 quarters.
  • Lee Financial's Upbound Group position peaked at $4.05K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.