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Raymond James & Associates’s Upbound Group UPBD Stock Holding History

Raymond James & Associates’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
2017
Q4 		– Sell
-26,900
Closed -$8K – 3532
2017
Q3 		$8K Sell
26,900
-28,000
-51% -$346K ﹤0.01% 3362
2017
Q2 		$14K Buy
+54,900
New +$621K ﹤0.01% 3278

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Raymond James & Associates's UPBD Position: Q3 2024 in Review

Raymond James & Associates reduced its Upbound Group (UPBD) stake by 11% in Q3 2024, selling an estimated $245K and leaving 64,363 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Raymond James & Associates first reported a position in UPBD in Q1 2016 and has held it in 32 quarters since. The position peaked at $19.3M in Q1 2021. 245 funds tracked by Wall St. Rank hold UPBD as of Q3 2024.

  • Raymond James & Associates held 64,363 shares of Upbound Group worth $2.06M as of Q3 2024.
  • Raymond James & Associates sold 7,622 Upbound Group shares in Q3 2024, an estimated $245K.
  • Upbound Group made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2205 holding.
  • Raymond James & Associates first reported a position in Upbound Group in Q1 2016 and has held it in 32 quarters since.
  • Raymond James & Associates's Upbound Group position peaked at $19.3M in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Upbound Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.