Mackenzie Financial
UPBD icon

Mackenzie Financial’s Upbound Group UPBD Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-7,940
Closed -$280K – 1632
2024
Q1 		$280K Buy
+7,940
New +$265K ﹤0.01% 1204
2021
Q4 		– Sell
-3,862
Closed -$217K – 1504
2021
Q3 		$217K Buy
+3,862
New +$227K ﹤0.01% 1283
2019
Q4 		– Sell
-12,200
Closed -$315K – 1163
2019
Q3 		$315K Buy
12,200
+1,600
+15% +$42K ﹤0.01% 885
2019
Q2 		$282K Buy
+10,600
New +$252K ﹤0.01% 973
2017
Q1 		– Sell
-17,218
Closed -$194K – 706
2016
Q4 		$194K Buy
17,218
+6,500
+61% +$72.4K ﹤0.01% 611
2016
Q3 		$135K Hold
10,718
– – ﹤0.01% 625
2016
Q2 		$132K Buy
+10,718
New +$144K ﹤0.01% 903

Other funds holding UPBD

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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
IC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return