PEAK6 Investments’s Upbound Group UPBD Stock Holding History

PEAK6 Investments’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
2024 Q3	$212K	Buy	+6,630	New	+$213K	﹤0.01%	2753
2022 Q4	–	Sell	-4,475	Closed	-$78K	–	5249
2022 Q3	$78K	Buy	+4,475	New	+$111K	﹤0.01%	4203
2021 Q4	–	Sell	-39,102	Closed	-$1.96M	–	5827
2021 Q3	$2.2M	Buy	39,102 +31,229	+397%	+$1.84M	﹤0.01%	1858
2021 Q2	$418K	Buy	7,873 +7,366	+1,453%	+$428K	﹤0.01%	3383
2021 Q1	$29K	Sell	507 -35,171	-99%	-$1.84M	﹤0.01%	4588
2020 Q4	$1.37M	Buy	+35,678	New	+$1.21M	﹤0.01%	2189
2020 Q2	–	Sell	-2,377	Closed	-$52.8K	–	4857
2020 Q1	$34K	Buy	+2,377	New	+$57.2K	﹤0.01%	3691

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

PEAK6 Investments's UPBD Position: Q3 2024 in Review

PEAK6 Investments opened a new position in Upbound Group (UPBD) in Q3 2024: 6,630 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2753 among its holdings. This is a return to the name: PEAK6 Investments previously reported a position in UPBD as recently as Q3 2022.

PEAK6 Investments first reported a position in UPBD in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.2M in Q3 2021. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

PEAK6 Investments held 6,630 shares of Upbound Group worth $212K as of Q3 2024.
Upbound Group was a new PEAK6 Investments position in Q3 2024.
Upbound Group made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #2753 holding.
PEAK6 Investments first reported a position in Upbound Group in Q1 2020 and has held it in 7 quarters since.
PEAK6 Investments's Upbound Group position peaked at $2.2M in Q3 2021.
245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.