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Money Concepts Capital’s Upbound Group UPBD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-711
Closed -$16K – 2756
2022
Q4 		$16K Buy
+711
New +$15.2K ﹤0.01% 1787
2022
Q2 		– Sell
-1,415
Closed -$36K – 2561
2022
Q1 		$36K Buy
+1,415
New +$51.1K ﹤0.01% 1369
2021
Q1 		$228K Buy
+3,960
New +$207K 0.02% 453

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Money Concepts Capital's UPBD Position: Q1 2023 in Review

Money Concepts Capital sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 711 shares — an estimated $16K sold.

Money Concepts Capital first reported a position in UPBD in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q1 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Money Concepts Capital reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 711 Upbound Group shares in Q1 2023, an estimated $16K.
  • Money Concepts Capital first reported a position in Upbound Group in Q1 2021 and held it in 3 quarters.
  • Money Concepts Capital's Upbound Group position peaked at $228K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.