MF
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Magnetar Financial’s Upbound Group UPBD Stock Holding History

Magnetar 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
Q4 		– Sell
-6,285
Closed -$201K – 794
2024
Q3 		$201K Buy
+6,285
New +$202K ﹤0.01% 471
2021
Q4 		– Sell
-4,844
Closed -$272K – 1568
2021
Q3 		$272K Buy
+4,844
New +$285K ﹤0.01% 1024
2020
Q2 		– Sell
-11,546
Closed -$163K – 583
2020
Q1 		$163K Sell
11,546
-1,834
-14% -$44.1K ﹤0.01% 412
2019
Q4 		$386K Sell
13,380
-11,067
-45% -$289K 0.01% 377
2019
Q3 		$630K Buy
+24,447
New +$642K 0.02% 312
2013
Q4 		– Sell
-16,272
Closed -$620K – 404
2013
Q3 		$620K Sell
16,272
-27,170
-63% -$1.05M 0.01% 360
2013
Q2 		$1.63M Buy
+43,442
New +$1.57M 0.04% 178

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Magnetar Financial's UPBD Position: Q4 2024 in Review

Magnetar Financial sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 6,285 shares — an estimated $201K sold.

Magnetar Financial first reported a position in UPBD in Q2 2013 and held it in 7 quarters. The position peaked at $1.63M in Q2 2013. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Magnetar Financial reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • Magnetar Financial sold 6,285 Upbound Group shares in Q4 2024, an estimated $201K.
  • Magnetar Financial first reported a position in Upbound Group in Q2 2013 and held it in 7 quarters.
  • Magnetar Financial's Upbound Group position peaked at $1.63M in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Magnetar Financial's 13F filing for Q4 2024, filed 11 Feb 2025.