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 – 2454
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 0.02% 1055
2021
Q2 		$637K Buy
11,999
+11,287
+1,585% +$655K 0.04% 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 0.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return