NewEdge Advisors’s Upbound Group UPBD Stock Holding History

NewEdge Advisors’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
2023 Q1	–	Sell	-72	Closed	-$1.06K	–	4139
2022 Q4	$1.06K	Buy	+72	New	+$1.54K	﹤0.01%	3019

Other funds holding UPBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Advisors's UPBD Position: Q1 2023 in Review

NewEdge Advisors sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 72 shares — an estimated $1.06K sold.

NewEdge Advisors first reported a position in UPBD in Q4 2022 and held it in 1 quarter. The position peaked at $1.06K in Q4 2022. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

NewEdge Advisors reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 72 Upbound Group shares in Q1 2023, an estimated $1.06K.
NewEdge Advisors first reported a position in Upbound Group in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Upbound Group position peaked at $1.06K in Q4 2022.
204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.