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Legacy Wealth Asset Management’s Upbound Group UPBD Stock Holding History

Legacy Wealth 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
2022
Q4 		– Sell
-13,002
Closed -$228K – 347
2022
Q3 		$228K Sell
13,002
-98
-0.7% -$2.44K 0.1% 294
2022
Q2 		$255K Buy
13,100
+370
+3% +$9.21K 0.1% 255
2022
Q1 		$321K Buy
12,730
+664
+6% +$24K 0.11% 244
2021
Q4 		$580K Buy
12,066
+132
+1% +$6.6K 0.2% 185
2021
Q3 		$671K Buy
11,934
+2,133
+22% +$126K 0.31% 135
2021
Q2 		$520K Buy
+9,801
New +$569K 0.23% 167

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Wealth Asset Management's UPBD Position: Q4 2022 in Review

Legacy Wealth Asset Management sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 13,002 shares — an estimated $228K sold.

Legacy Wealth Asset Management first reported a position in UPBD in Q2 2021 and held it in 6 quarters. The position peaked at $671K in Q3 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Legacy Wealth Asset Management reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 13,002 Upbound Group shares in Q4 2022, an estimated $228K.
  • Legacy Wealth Asset Management first reported a position in Upbound Group in Q2 2021 and held it in 6 quarters.
  • Legacy Wealth Asset Management's Upbound Group position peaked at $671K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.