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Mutual of America Capital Management’s Upbound Group UPBD Stock Holding History

Mutual of America Capital 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
2025
Q1 		– Sell
-7,375
Closed -$215K – 1451
2024
Q4 		$215K Buy
7,375
+55
+0.8% +$1.71K ﹤0.01% 1362
2024
Q3 		$234K Sell
7,320
-43
-0.6% -$1.38K ﹤0.01% 1360
2024
Q2 		$226K Sell
7,363
-307
-4% -$9.81K ﹤0.01% 1372
2024
Q1 		$270K Sell
7,670
-123
-2% -$4.11K ﹤0.01% 1339
2023
Q4 		$265K Sell
7,793
-252
-3% -$7.5K ﹤0.01% 1341
2023
Q3 		$237K Sell
8,045
-1,787
-18% -$55.7K ﹤0.01% 1326
2023
Q2 		$306K Sell
9,832
-485
-5% -$14.2K ﹤0.01% 1283
2023
Q1 		$253K Sell
10,317
-184
-2% -$4.74K ﹤0.01% 1328
2022
Q4 		$237K Sell
10,501
-99
-0.9% -$2.12K ﹤0.01% 1346
2022
Q3 		$186K Buy
10,600
+1,561
+17% +$38.9K ﹤0.01% 1383
2022
Q2 		$176K Sell
9,039
-46,203
-84% -$1.15M ﹤0.01% 1372
2022
Q1 		$1.39M Sell
55,242
-8,973
-14% -$324K 0.01% 1018
2021
Q4 		$3.08M Sell
64,215
-324
-0.5% -$16.2K 0.03% 807
2021
Q3 		$3.63M Buy
64,539
+56,055
+661% +$3.3M 0.04% 699
2021
Q2 		$450K Buy
8,484
+1,944
+30% +$113K ﹤0.01% 1172
2021
Q1 		$377K Buy
6,540
+495
+8% +$25.9K ﹤0.01% 1195
2020
Q4 		$231K Buy
6,045
+203
+3% +$6.89K ﹤0.01% 1262
2020
Q3 		$175K Buy
5,842
+3,496
+149% +$103K ﹤0.01% 1260
2020
Q2 		$65K Buy
2,346
+159
+7% +$3.53K ﹤0.01% 1283
2020
Q1 		$31K Buy
2,187
+445
+26% +$10.7K ﹤0.01% 1399
2019
Q4 		$50K Sell
1,742
-74
-4% -$1.93K ﹤0.01% 1345
2019
Q3 		$47K Buy
1,816
+213
+13% +$5.59K ﹤0.01% 1350
2019
Q2 		$43K Buy
1,603
+331
+26% +$7.87K ﹤0.01% 1378
2019
Q1 		$27K Buy
1,272
+176
+16% +$3.24K ﹤0.01% 1458
2018
Q4 		$18K Buy
1,096
+250
+30% +$3.63K ﹤0.01% 1493
2018
Q3 		$12K Buy
846
+650
+332% +$9.55K ﹤0.01% 1599
2018
Q2 		$3K Buy
+196
New +$2.13K ﹤0.01% 1550
2016
Q1 		– Sell
-32,751
Closed -$490K – 1240
2015
Q4 		$490K Sell
32,751
-2,624
-7% -$50.1K 0.01% 1106
2015
Q3 		$858K Buy
35,375
+1,217
+4% +$32.7K 0.02% 1025
2015
Q2 		$968K Sell
34,158
-192
-0.6% -$5.76K 0.02% 1027
2015
Q1 		$943K Buy
34,350
+985
+3% +$30K 0.02% 1018
2014
Q4 		$1.21M Buy
33,365
+505
+2% +$16.3K 0.03% 927
2014
Q3 		$997K Sell
32,860
-113,515
-78% -$3.05M 0.02% 987
2014
Q2 		$4.2M Buy
146,375
+1,773
+1% +$50.1K 0.1% 259
2014
Q1 		$3.85M Sell
144,602
-84,700
-37% -$2.29M 0.09% 315
2013
Q4 		$7.64M Sell
229,302
-5,916
-3% -$205K 0.19% 84
2013
Q3 		$8.96M Buy
235,218
+774
+0.3% +$29.8K 0.24% 57
2013
Q2 		$8.8M Buy
+234,444
New +$8.49M 0.26% 52

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 $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Mutual of America Capital Management's UPBD Position: Q1 2025 in Review

Mutual of America Capital Management sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 7,375 shares — an estimated $215K sold.

Mutual of America Capital Management first reported a position in UPBD in Q2 2013 and held it in 38 quarters. The position peaked at $8.96M in Q3 2013. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Mutual of America Capital Management reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 7,375 Upbound Group shares in Q1 2025, an estimated $215K.
  • Mutual of America Capital Management first reported a position in Upbound Group in Q2 2013 and held it in 38 quarters.
  • Mutual of America Capital Management's Upbound Group position peaked at $8.96M in Q3 2013.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.