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Maven Securities’s Upbound Group UPBD Stock Holding History

Maven Securities’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
2021
Q4 		– Sell
-4,790
Closed -$269K – 1159
2021
Q3 		$269K Buy
+4,790
New +$282K 0.01% 867
2020
Q1 		– Sell
-12,937
Closed -$370K – 441
2019
Q4 		$370K Buy
+12,937
New +$338K 0.03% 282

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Maven Securities's UPBD Position: Q4 2021 in Review

Maven Securities sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 4,790 shares — an estimated $269K sold.

Maven Securities first reported a position in UPBD in Q4 2019 and held it in 2 quarters. The position peaked at $370K in Q4 2019. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Maven Securities reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Maven Securities sold 4,790 Upbound Group shares in Q4 2021, an estimated $269K.
  • Maven Securities first reported a position in Upbound Group in Q4 2019 and held it in 2 quarters.
  • Maven Securities's Upbound Group position peaked at $370K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Maven Securities's 13F filing for Q4 2021, filed 14 Feb 2022.