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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 $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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Leuthold Group's UPBD Position: Q1 2022 in Review

Leuthold Group sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 56,538 shares — an estimated $2.72M sold.

Leuthold Group first reported a position in UPBD in Q3 2020 and held it in 6 quarters. The position peaked at $3.39M in Q1 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Leuthold Group reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Leuthold Group sold 56,538 Upbound Group shares in Q1 2022, an estimated $2.72M.
  • Leuthold Group first reported a position in Upbound Group in Q3 2020 and held it in 6 quarters.
  • Leuthold Group's Upbound Group position peaked at $3.39M in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Leuthold Group's 13F filing for Q1 2022, filed 4 May 2022.