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Lombard Odier Asset Management (USA)’s Upbound Group UPBD Stock Holding History

Lombard Odier Asset Management (USA)’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
Q3 		– Sell
-8,513
Closed -$261K – 364
2024
Q2 		$261K Buy
+8,513
New +$272K 0.02% 221
2019
Q2 		– Sell
-130,000
Closed -$2.71M – 298
2019
Q1 		$2.71M Sell
130,000
-270,000
-68% -$4.98M 0.22% 100
2018
Q4 		$6.48M Buy
+400,000
New +$5.81M 0.51% 62

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s UPBD Position: Q3 2024 in Review

Lombard Odier Asset Management (USA) sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 8,513 shares — an estimated $261K sold.

Lombard Odier Asset Management (USA) first reported a position in UPBD in Q4 2018 and held it in 3 quarters. The position peaked at $6.48M in Q4 2018. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Lombard Odier Asset Management (USA) reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 8,513 Upbound Group shares in Q3 2024, an estimated $261K.
  • Lombard Odier Asset Management (USA) first reported a position in Upbound Group in Q4 2018 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Upbound Group position peaked at $6.48M in Q4 2018.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2024, filed 14 Nov 2024.