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MSRPS
Maryland State Retirement & Pension System’s
Upbound Group
UPBD
Stock Holding History
Maryland State Retirement & Pension System’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
2025
Q3
–
Sell
-14,929
Closed
-$375K
–
1492
2025
Q2
$375K
Hold
14,929
–
–
0.01%
1120
2025
Q1
$358K
Sell
14,929
-1,506
-9%
-$41.4K
0.01%
1125
2024
Q4
$479K
Hold
16,435
–
–
0.01%
1085
2024
Q3
$526K
Buy
16,435
+817
+5%
+$26.3K
0.01%
1044
2024
Q2
$479K
Sell
15,618
-563
-3%
-$18K
0.01%
1173
2024
Q1
$501K
Hold
16,181
–
–
0.01%
1118
2023
Q4
$550K
Sell
16,181
-726
-4%
-$21.6K
0.01%
1076
2023
Q3
$498K
Sell
16,907
-2,705
-14%
-$84.4K
0.01%
1056
2023
Q2
$611K
Sell
19,612
-565
-3%
-$16.5K
0.01%
947
2023
Q1
$495K
Sell
20,177
-448
-2%
-$11.5K
0.01%
1046
2022
Q4
$465K
Buy
+20,625
New
+$442K
0.01%
1042
2022
Q3
–
Sell
-21,809
Closed
-$424K
–
1311
2022
Q2
$424K
Sell
21,809
-2,655
-11%
-$66.1K
0.01%
1071
2022
Q1
$616K
Buy
24,464
+353
+1%
+$12.8K
0.02%
912
2021
Q4
$1.16M
Buy
24,111
+374
+2%
+$18.7K
0.03%
565
2021
Q3
$1.39M
Buy
+23,737
New
+$1.4M
0.04%
457
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1-Year Est. Return
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$46.4B AUM
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1-Year Est. Return
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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