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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 		$12.8K Buy
+400
New +$12.9K ﹤0.01% 3228
2024
Q2 		– Sell
-15,800
Closed -$556K – 4376
2024
Q1 		$556K Sell
15,800
-12,800
-45% -$428K ﹤0.01% 2372
2023
Q4 		$972K Buy
28,600
+21,200
+286% +$631K ﹤0.01% 2114
2023
Q3 		$218K Sell
7,400
-2,700
-27% -$84.2K ﹤0.01% 3015
2023
Q2 		$314K Buy
+10,100
New +$295K ﹤0.01% 2547
2022
Q3 		– Sell
-34,900
Closed -$796K – 6175
2022
Q2 		$796K Buy
34,900
+30,600
+712% +$762K ﹤0.01% 3314
2022
Q1 		$108K Sell
4,300
-3,400
-44% -$123K ﹤0.01% 4253
2021
Q4 		$370K Sell
7,700
-400
-5% -$20K ﹤0.01% 3482
2021
Q3 		$455K Sell
8,100
-9,600
-54% -$565K ﹤0.01% 3330
2021
Q2 		$939K Buy
17,700
+13,300
+302% +$772K ﹤0.01% 2644
2021
Q1 		$254K Sell
4,400
-36,300
-89% -$1.9M ﹤0.01% 3753
2020
Q4 		$1.56M Sell
40,700
-308,600
-88% -$10.5M ﹤0.01% 2064
2020
Q3 		$10.3M Buy
349,300
+134,800
+63% +$3.99M 0.03% 581
2020
Q2 		$5.97M Buy
214,500
+25,000
+13% +$555K 0.02% 719
2020
Q1 		$2.68M Sell
189,500
-59,600
-24% -$1.43M 0.02% 850
2019
Q4 		$7.18M Buy
249,100
+6,100
+3% +$159K 0.04% 486
2019
Q3 		$6.27M Sell
243,000
-383,700
-61% -$10.1M 0.04% 569
2019
Q2 		$16.7M Buy
626,700
+145,900
+30% +$3.47M 0.11% 193
2019
Q1 		$10M Buy
480,800
+210,200
+78% +$3.87M 0.06% 372
2018
Q4 		$4.38M Buy
+270,600
New +$3.93M 0.03% 721

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 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 8 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 8 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.