PM
UPBD icon

Parametrica Management’s Upbound Group UPBD Stock Holding History

Parametrica 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
Q2 		– Sell
-14,747
Closed -$371K – 306
2022
Q1 		$371K Buy
+14,747
New +$533K 0.27% 82
2021
Q4 		– Sell
-4,011
Closed -$225K – 83
2021
Q3 		$225K Buy
+4,011
New +$236K 0.17% 58

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Parametrica Management's UPBD Position: Q2 2022 in Review

Parametrica Management sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 14,747 shares — an estimated $371K sold.

Parametrica Management first reported a position in UPBD in Q3 2021 and held it in 2 quarters. The position peaked at $371K in Q1 2022. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

  • Parametrica Management reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
  • Parametrica Management sold 14,747 Upbound Group shares in Q2 2022, an estimated $371K.
  • Parametrica Management first reported a position in Upbound Group in Q3 2021 and held it in 2 quarters.
  • Parametrica Management's Upbound Group position peaked at $371K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on Parametrica Management's 13F filing for Q2 2022, filed 22 Jul 2022.