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Leuthold Group’s Upbound Group UPBD Stock Holding History

Leuthold Group’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
Q1 		– Sell
-56,538
Closed -$2.72M – 224
2021
Q4 		$2.72M Sell
56,538
-1,367
-2% -$68.4K 0.32% 111
2021
Q3 		$3.25M Buy
57,905
+175
+0.3% +$10.3K 0.4% 93
2021
Q2 		$3.06M Sell
57,730
-1,080
-2% -$62.7K 0.38% 101
2021
Q1 		$3.39M Sell
58,810
-5,905
-9% -$309K 0.43% 87
2020
Q4 		$2.48M Sell
64,715
-3,040
-4% -$103K 0.33% 111
2020
Q3 		$2.02M Buy
+67,755
New +$2M 0.28% 108

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return