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
2024 Q2	–	Hold	0	–	–	–	4942
2024 Q1	–	Hold	0	–	–	–	5372
2023 Q4	–	Hold	0	–	–	–	5380
2023 Q3	–	Hold	0	–	–	–	5138
2023 Q2	–	Hold	0	–	–	–	5306
2022 Q4	–	Sell	-4,475	Closed	-$78K	–	5663
2022 Q3	$78K	Buy	4,475 +4,132	+1,205%	+$103K	﹤0.01%	4203
2022 Q2	$7K	Buy	+343	New	+$8.54K	﹤0.01%	5867
2022 Q1	–	Hold	0	–	–	–	6507
2021 Q4	–	Sell	-39,102	Closed	-$1.96M	–	6324
2021 Q3	$2.2M	Buy	39,102 +31,229	+397%	+$1.84M	0.04%	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	0.03%	2189
2020 Q3	–	Hold	0	–	–	–	5289
2020 Q2	–	Sell	-2,377	Closed	-$52.8K	–	5231
2020 Q1	$34K	Buy	+2,377	New	+$57.2K	﹤0.01%	3691
2019 Q4	–	Hold	0	–	–	–	4518
2019 Q3	–	Hold	0	–	–	–	4776
2019 Q2	–	Hold	0	–	–	–	4798
2019 Q1	–	Hold	0	–	–	–	5066
2018 Q4	–	Hold	0	–	–	–	5118

Other funds holding UPBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

LSV Asset Management

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return