Mount Capital’s Upbound Group UPBD Stock Holding History

Mount 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
2022 Q2	–	Sell	-64,574	Closed	-$1.63M	–	43
2022 Q1	$1.63M	Buy	+64,574	New	+$2.33M	0.47%	37

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mount Capital's UPBD Position: Q2 2022 in Review

Mount Capital sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 64,574 shares — an estimated $1.63M sold.

Mount Capital first reported a position in UPBD in Q1 2022 and held it in 1 quarter. The position peaked at $1.63M in Q1 2022. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

Mount Capital reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
Mount Capital sold 64,574 Upbound Group shares in Q2 2022, an estimated $1.63M.
Mount Capital first reported a position in Upbound Group in Q1 2022 and held it in 1 quarter.
Mount Capital's Upbound Group position peaked at $1.63M in Q1 2022.
218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on Mount Capital's 13F filing for Q2 2022, filed 10 Aug 2022.