R Squared’s Upbound Group UPBD Stock Holding History

R Squared’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
2025 Q1	–	Sell	-870	Closed	-$25.4K	–	1463
2024 Q4	$25.4K	Buy	+870	New	+$27K	0.02%	776

Other funds holding UPBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

R Squared's UPBD Position: Q1 2025 in Review

R Squared sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 870 shares — an estimated $25.4K sold.

R Squared first reported a position in UPBD in Q4 2024 and held it in 1 quarter. The position peaked at $25.4K in Q4 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

R Squared reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
R Squared sold 870 Upbound Group shares in Q1 2025, an estimated $25.4K.
R Squared first reported a position in Upbound Group in Q4 2024 and held it in 1 quarter.
R Squared's Upbound Group position peaked at $25.4K in Q4 2024.
243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.