PMEF
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Point72 Middle East FZE’s Upbound Group UPBD Stock Holding History

Point72 Middle East FZE’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
2023
Q4 		– Sell
-6,822
Closed -$201K – 1903
2023
Q3 		$201K Sell
6,822
-6,523
-49% -$203K 0.01% 1014
2023
Q2 		$415K Buy
13,345
+13,297
+27,702% +$389K 0.01% 831
2023
Q1 		$1.19K Buy
+48
New +$1.24K ﹤0.01% 1552

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Middle East FZE's UPBD Position: Q4 2023 in Review

Point72 Middle East FZE sold out of Upbound Group (UPBD) in Q4 2023, closing a stake of 6,822 shares — an estimated $201K sold.

Point72 Middle East FZE first reported a position in UPBD in Q1 2023 and held it in 3 quarters. The position peaked at $415K in Q2 2023. 233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

  • Point72 Middle East FZE reported no remaining Upbound Group position as of Q4 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 6,822 Upbound Group shares in Q4 2023, an estimated $201K.
  • Point72 Middle East FZE first reported a position in Upbound Group in Q1 2023 and held it in 3 quarters.
  • Point72 Middle East FZE's Upbound Group position peaked at $415K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Point72 Middle East FZE's 13F filing for Q4 2023, filed 14 Feb 2024.