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MV Capital Management’s Upbound Group UPBD Stock Holding History

MV 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
2022
Q1 		– Sell
-200
Closed -$10K – 704
2021
Q4 		$10K Hold
200
– – ﹤0.01% 467
2021
Q3 		$11K Hold
200
– – ﹤0.01% 415
2021
Q2 		$11K Buy
+200
New +$11.6K ﹤0.01% 356
2020
Q2 		– Sell
-89
Closed -$1K – 355
2020
Q1 		$1K Buy
+89
New +$2.14K ﹤0.01% 339

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MV Capital Management's UPBD Position: Q1 2022 in Review

MV Capital Management sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 200 shares — an estimated $10K sold.

MV Capital Management first reported a position in UPBD in Q1 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • MV Capital Management reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • MV Capital Management sold 200 Upbound Group shares in Q1 2022, an estimated $10K.
  • MV Capital Management first reported a position in Upbound Group in Q1 2020 and held it in 4 quarters.
  • MV Capital Management's Upbound Group position peaked at $11K in Q3 2021.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on MV Capital Management's 13F filing for Q1 2022, filed 9 May 2022.