MFS
UPBD icon

Mirabella Financial Services’s Upbound Group UPBD Stock Holding History

Mirabella Financial Services’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
2023
Q4 		– Sell
-8,500
Closed -$250K – 597
2023
Q3 		$250K Buy
+8,500
New +$265K 0.03% 305

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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 $3.38T AUM 44.17% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirabella Financial Services's UPBD Position: Q4 2023 in Review

Mirabella Financial Services sold out of Upbound Group (UPBD) in Q4 2023, closing a stake of 8,500 shares — an estimated $250K sold.

Mirabella Financial Services first reported a position in UPBD in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

  • Mirabella Financial Services reported no remaining Upbound Group position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 8,500 Upbound Group shares in Q4 2023, an estimated $250K.
  • Mirabella Financial Services first reported a position in Upbound Group in Q3 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Upbound Group position peaked at $250K in Q3 2023.
  • 233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.