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Pictet Asset Management (Switzerland)’s Upbound Group UPBD Stock Holding History

Pictet Asset Management (Switzerland)’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
2021
Q4 		– Sell
-4,000
Closed -$225K – 1808
2021
Q3 		$225K Buy
+4,000
New +$235K ﹤0.01% 1554

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UPBD Position: Q4 2021 in Review

Pictet Asset Management (Switzerland) sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 4,000 shares — an estimated $225K sold.

Pictet Asset Management (Switzerland) first reported a position in UPBD in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Pictet Asset Management (Switzerland) reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 4,000 Upbound Group shares in Q4 2021, an estimated $225K.
  • Pictet Asset Management (Switzerland) first reported a position in Upbound Group in Q3 2021 and held it in 1 quarter.
  • Pictet Asset Management (Switzerland)'s Upbound Group position peaked at $225K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2021, filed 10 Feb 2022.