M1FG
UPBD icon

Mach-1 Financial Group’s Upbound Group UPBD Stock Holding History

Mach-1 Financial 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
2024
Q1 		– Sell
-12,391
Closed -$421K – 212
2023
Q4 		$421K Buy
+12,391
New +$369K 0.16% 159

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mach-1 Financial Group's UPBD Position: Q1 2024 in Review

Mach-1 Financial Group sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 12,391 shares — an estimated $421K sold.

Mach-1 Financial Group first reported a position in UPBD in Q4 2023 and held it in 1 quarter. The position peaked at $421K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Mach-1 Financial Group reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Mach-1 Financial Group sold 12,391 Upbound Group shares in Q1 2024, an estimated $421K.
  • Mach-1 Financial Group first reported a position in Upbound Group in Q4 2023 and held it in 1 quarter.
  • Mach-1 Financial Group's Upbound Group position peaked at $421K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.