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 – 1631
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 – 705
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

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 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

Mackenzie Financial's UPBD Position: Q2 2024 in Review

Mackenzie Financial sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 7,940 shares — an estimated $280K sold.

Mackenzie Financial first reported a position in UPBD in Q2 2016 and held it in 7 quarters. The position peaked at $315K in Q3 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Mackenzie Financial reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 7,940 Upbound Group shares in Q2 2024, an estimated $280K.
  • Mackenzie Financial first reported a position in Upbound Group in Q2 2016 and held it in 7 quarters.
  • Mackenzie Financial's Upbound Group position peaked at $315K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.