MF
UPBD icon

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 – 798
2024
Q3 		$201K Buy
+6,285
New +$202K ﹤0.01% 471
2021
Q4 		– Sell
-4,844
Closed -$272K – 1570
2021
Q3 		$272K Buy
+4,844
New +$285K ﹤0.01% 1024
2020
Q2 		– Sell
-11,546
Closed -$163K – 584
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 – 488
2013
Q3 		$620K Sell
16,272
-27,170
-63% -$1.05M 0.02% 360
2013
Q2 		$1.63M Buy
+43,442
New +$1.57M 0.06% 178

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return