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Newbridge Financial Services Group’s Upbound Group UPBD Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-324
Closed -$6K – 1511
2022
Q3 		$6K Buy
324
+5
+2% +$125 ﹤0.01% 1021
2022
Q2 		$6K Buy
319
+4
+1% +$100 ﹤0.01% 989
2022
Q1 		$8K Buy
315
+2
+0.6% +$72 ﹤0.01% 1000
2021
Q4 		$15K Buy
313
+2
+0.6% +$100 0.01% 821
2021
Q3 		$17K Buy
311
+2
+0.6% +$118 0.01% 718
2021
Q2 		$16K Buy
309
+2
+0.7% +$116 0.01% 849
2021
Q1 		$18K Buy
307
+2
+0.7% +$105 0.01% 723
2020
Q4 		$12K Buy
+305
New +$10.4K 0.01% 679

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newbridge Financial Services Group's UPBD Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 324 shares — an estimated $6K sold.

Newbridge Financial Services Group first reported a position in UPBD in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q1 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 324 Upbound Group shares in Q4 2022, an estimated $6K.
  • Newbridge Financial Services Group first reported a position in Upbound Group in Q4 2020 and held it in 8 quarters.
  • Newbridge Financial Services Group's Upbound Group position peaked at $18K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.