Mirae Asset Global Investments
UPBD icon

Mirae Asset Global Investments’s Upbound Group UPBD Stock Holding History

Mirae Asset Global Investments’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
Q2 		– Sell
-26,432
Closed -$615K – 2495
2024
Q1 		$615K Hold
26,432
– – ﹤0.01% 1809
2023
Q4 		$898K Hold
26,432
– – ﹤0.01% 1679
2023
Q3 		$778K Hold
26,432
– – ﹤0.01% 1662
2023
Q2 		$823K Hold
26,432
– – ﹤0.01% 1687
2023
Q1 		$648K Hold
26,432
– – ﹤0.01% 1802
2022
Q4 		$596K Hold
26,432
– – ﹤0.01% 1791
2022
Q3 		$463K Buy
26,432
+6,800
+35% +$169K ﹤0.01% 1910
2022
Q2 		$382K Buy
+19,632
New +$489K ﹤0.01% 1877
2021
Q4 		– Sell
-3,905
Closed -$220K – 1761
2021
Q3 		$220K Hold
3,905
– – ﹤0.01% 1667
2021
Q2 		$207K Buy
+3,905
New +$227K ﹤0.01% 1643

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments's UPBD Position: Q2 2024 in Review

Mirae Asset Global Investments sold out of Upbound Group (UPBD) in Q2 2024, closing a stake of 26,432 shares — an estimated $615K sold.

Mirae Asset Global Investments first reported a position in UPBD in Q2 2021 and held it in 10 quarters. The position peaked at $898K in Q4 2023. 247 funds tracked by Wall St. Rank hold UPBD as of Q2 2024.

  • Mirae Asset Global Investments reported no remaining Upbound Group position as of Q2 2024 after selling out during the quarter.
  • Mirae Asset Global Investments sold 26,432 Upbound Group shares in Q2 2024, an estimated $615K.
  • Mirae Asset Global Investments first reported a position in Upbound Group in Q2 2021 and held it in 10 quarters.
  • Mirae Asset Global Investments's Upbound Group position peaked at $898K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q2 2024.

Based on Mirae Asset Global Investments's 13F filing for Q2 2024, filed 30 Jul 2024.