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Profund Advisors’s Upbound Group UPBD Stock Holding History

Profund Advisors’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
Q1 		– Sell
-6,371
Closed -$306K – 1418
2021
Q4 		$306K Buy
6,371
+359
+6% +$18K 0.01% 972
2021
Q3 		$338K Sell
6,012
-675
-10% -$39.7K 0.01% 864
2021
Q2 		$355K Buy
6,687
+1,513
+29% +$87.9K 0.01% 921
2021
Q1 		$298K Sell
5,174
-544
-10% -$28.5K 0.01% 981
2020
Q4 		$219K Buy
+5,718
New +$194K 0.01% 1051
2017
Q2 		– Sell
-11,685
Closed -$104K – 1483
2017
Q1 		$104K Sell
11,685
-5,087
-30% -$46.3K ﹤0.01% 1439
2016
Q4 		$189K Buy
16,772
+5,476
+48% +$61K 0.01% 1475
2016
Q3 		$143K Sell
11,296
-6,080
-35% -$76.1K 0.01% 1380
2016
Q2 		$213K Buy
17,376
+998
+6% +$13.4K 0.01% 1323
2016
Q1 		$260K Buy
+16,378
New +$218K 0.01% 1185
2015
Q3 		– Sell
-7,074
Closed -$201K – 1372
2015
Q2 		$201K Sell
7,074
-1,585
-18% -$47.6K 0.01% 1371
2015
Q1 		$238K Buy
8,659
+903
+12% +$27.5K 0.01% 1349
2014
Q4 		$282K Buy
7,756
+1,082
+16% +$34.9K 0.01% 1171
2014
Q3 		$203K Sell
6,674
-6,874
-51% -$185K 0.01% 1221
2014
Q2 		$389K Buy
13,548
+483
+4% +$13.7K 0.02% 1067
2014
Q1 		$348K Buy
13,065
+1,103
+9% +$29.9K 0.02% 1109
2013
Q4 		$399K Buy
11,962
+478
+4% +$16.5K 0.02% 1197
2013
Q3 		$438K Buy
11,484
+2,181
+23% +$84.1K 0.02% 1023
2013
Q2 		$349K Buy
+9,303
New +$337K 0.02% 856

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 $2.3T AUM 54.33% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Profund Advisors's UPBD Position: Q1 2022 in Review

Profund Advisors sold out of Upbound Group (UPBD) in Q1 2022, closing a stake of 6,371 shares — an estimated $306K sold.

Profund Advisors first reported a position in UPBD in Q2 2013 and held it in 19 quarters. The position peaked at $438K in Q3 2013. 225 funds tracked by Wall St. Rank hold UPBD as of Q1 2022.

  • Profund Advisors reported no remaining Upbound Group position as of Q1 2022 after selling out during the quarter.
  • Profund Advisors sold 6,371 Upbound Group shares in Q1 2022, an estimated $306K.
  • Profund Advisors first reported a position in Upbound Group in Q2 2013 and held it in 19 quarters.
  • Profund Advisors's Upbound Group position peaked at $438K in Q3 2013.
  • 225 funds tracked by Wall St. Rank held Upbound Group as of Q1 2022.

Based on Profund Advisors's 13F filing for Q1 2022, filed 10 May 2022.