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Meritage Portfolio Management’s Upbound Group UPBD Stock Holding History

Meritage Portfolio Management’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
Q3 		– Sell
-71,702
Closed -$2.2M – 352
2024
Q2 		$2.2M Buy
+71,702
New +$2.29M 0.14% 166
2022
Q1 		– Sell
-4,401
Closed -$211K – 384
2021
Q4 		$211K Buy
4,401
+226
+5% +$11.3K 0.01% 322
2021
Q3 		$235K Buy
+4,175
New +$246K 0.01% 279

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Meritage Portfolio Management's UPBD Position: Q3 2024 in Review

Meritage Portfolio Management sold out of Upbound Group (UPBD) in Q3 2024, closing a stake of 71,702 shares — an estimated $2.2M sold.

Meritage Portfolio Management first reported a position in UPBD in Q3 2021 and held it in 3 quarters. The position peaked at $2.2M in Q2 2024. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Meritage Portfolio Management reported no remaining Upbound Group position as of Q3 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 71,702 Upbound Group shares in Q3 2024, an estimated $2.2M.
  • Meritage Portfolio Management first reported a position in Upbound Group in Q3 2021 and held it in 3 quarters.
  • Meritage Portfolio Management's Upbound Group position peaked at $2.2M in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Meritage Portfolio Management's 13F filing for Q3 2024, filed 4 Nov 2024.