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Moloney Securities Asset Management’s Upbound Group UPBD Stock Holding History

Moloney Securities Asset 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
2023
Q3 		– Sell
-20,215
Closed -$629K – 459
2023
Q2 		$629K Sell
20,215
-5,335
-21% -$156K 0.11% 220
2023
Q1 		$626K Sell
25,550
-2,974
-10% -$76.6K 0.12% 215
2022
Q4 		$643K Buy
+28,524
New +$611K 0.14% 192

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

Moloney Securities Asset Management's UPBD Position: Q3 2023 in Review

Moloney Securities Asset Management sold out of Upbound Group (UPBD) in Q3 2023, closing a stake of 20,215 shares — an estimated $629K sold.

Moloney Securities Asset Management first reported a position in UPBD in Q4 2022 and held it in 3 quarters. The position peaked at $643K in Q4 2022. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2023.

  • Moloney Securities Asset Management reported no remaining Upbound Group position as of Q3 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 20,215 Upbound Group shares in Q3 2023, an estimated $629K.
  • Moloney Securities Asset Management first reported a position in Upbound Group in Q4 2022 and held it in 3 quarters.
  • Moloney Securities Asset Management's Upbound Group position peaked at $643K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2023.

Based on Moloney Securities Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.