NA
UPBD icon

Navellier & Associates’s Upbound Group UPBD Stock Holding History

Navellier & Associates’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
-42,329
Closed -$2.03M – 353
2021
Q4 		$2.03M Sell
42,329
-3,119
-7% -$156K 0.3% 94
2021
Q3 		$2.56M Sell
45,448
-176
-0.4% -$10.4K 0.39% 80
2021
Q2 		$2.42M Buy
+45,624
New +$2.65M 0.37% 88
2021
Q1 		– Sell
-11,470
Closed -$439K – 319
2020
Q4 		$439K Sell
11,470
-622
-5% -$21.1K 0.08% 181
2020
Q3 		$361K Hold
12,092
– – 0.08% 169
2020
Q2 		$336K Sell
12,092
-1,496
-11% -$33.2K 0.08% 172
2020
Q1 		$192K Sell
13,588
-1,123
-8% -$27K 0.05% 217
2019
Q4 		$424K Buy
14,711
+4,177
+40% +$109K 0.07% 198
2019
Q3 		$272K Buy
+10,534
New +$277K 0.05% 231

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return