PHK
UPBD icon

Point72 Hong Kong’s Upbound Group UPBD Stock Holding History

Point72 Hong Kong’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
Q3 		– Sell
-5,897
Closed -$115K – 2439
2022
Q2 		$115K Buy
5,897
+847
+17% +$21.1K ﹤0.01% 1139
2022
Q1 		$127K Buy
5,050
+3,539
+234% +$128K ﹤0.01% 1094
2021
Q4 		$73K Sell
1,511
-4,025
-73% -$201K ﹤0.01% 1256
2021
Q3 		$311K Sell
5,536
-6,463
-54% -$380K 0.01% 1055
2021
Q2 		$637K Buy
11,999
+11,287
+1,585% +$655K 0.02% 854
2021
Q1 		$41K Sell
712
-528
-43% -$27.6K ﹤0.01% 1324
2020
Q4 		$47K Buy
1,240
+140
+13% +$4.75K ﹤0.01% 1242
2020
Q3 		$33K Sell
1,100
-104
-9% -$3.08K ﹤0.01% 765
2020
Q2 		$33K Sell
1,204
-2,385
-66% -$53K ﹤0.01% 812
2020
Q1 		$51K Buy
3,589
+1,621
+82% +$39K 0.02% 347
2019
Q4 		$57K Sell
1,968
-1,892
-49% -$49.4K 0.01% 652
2019
Q3 		$100K Sell
3,860
-1,590
-29% -$41.8K 0.03% 456
2019
Q2 		$145K Sell
5,450
-210
-4% -$4.99K 0.04% 401
2019
Q1 		$118K Sell
5,660
-661
-10% -$12.2K 0.05% 315
2018
Q4 		$102K Buy
6,321
+539
+9% +$7.83K 0.05% 187
2018
Q3 		$83K Buy
+5,782
New +$85K 0.03% 375
2017
Q4 		– Sell
-7,850
Closed -$90K – 1105
2017
Q3 		$90K Buy
+7,850
New +$97K 0.06% 154

Other funds holding UPBD

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

Point72 Hong Kong's UPBD Position: Q3 2022 in Review

Point72 Hong Kong sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 5,897 shares — an estimated $115K sold.

Point72 Hong Kong first reported a position in UPBD in Q3 2017 and held it in 17 quarters. The position peaked at $637K in Q2 2021. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • Point72 Hong Kong reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
  • Point72 Hong Kong sold 5,897 Upbound Group shares in Q3 2022, an estimated $115K.
  • Point72 Hong Kong first reported a position in Upbound Group in Q3 2017 and held it in 17 quarters.
  • Point72 Hong Kong's Upbound Group position peaked at $637K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Point72 Hong Kong's 13F filing for Q3 2022, filed 14 Nov 2022.