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Lumature Wealth Partners’s Upbound Group UPBD Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$77.8K Hold
2,500
– – 0.05% 202
2023
Q1 		$61.3K Hold
2,500
– – 0.03% 208
2022
Q4 		$56.4K Buy
+2,500
New +$53.6K 0.03% 214

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $303M AUM 2.09% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Lumature Wealth Partners's UPBD Position: Q2 2023 in Review

Lumature Wealth Partners held its Upbound Group (UPBD) position steady in Q2 2023 at 2,500 shares worth $77.8K. The position accounts for 0.05% of the portfolio, ranked #202.

Lumature Wealth Partners first reported a position in UPBD in Q4 2022 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Lumature Wealth Partners held 2,500 shares of Upbound Group worth $77.8K as of Q2 2023.
  • Lumature Wealth Partners left its Upbound Group share count unchanged in Q2 2023.
  • Upbound Group made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #202 holding.
  • Lumature Wealth Partners first reported a position in Upbound Group in Q4 2022 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.