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Redwood Investment Management’s Upbound Group UPBD Stock Holding History

Redwood Investment Management’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
2024
Q4 		– Sell
-14,916
Closed -$484K – 381
2024
Q3 		$484K Sell
14,916
-2,541
-15% -$81.7K 0.04% 276
2024
Q2 		$554K Buy
+17,457
New +$558K 0.05% 269
2023
Q4 		– Sell
-107,975
Closed -$3.18M – 391
2023
Q3 		$3.18M Sell
107,975
-23,520
-18% -$733K 0.28% 86
2023
Q2 		$4M Sell
131,495
-15,248
-10% -$446K 0.41% 69
2023
Q1 		$3.6M Buy
146,743
+18,177
+14% +$468K 0.39% 58
2022
Q4 		$2.9M Buy
+128,566
New +$2.75M 0.38% 69

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Redwood Investment Management's UPBD Position: Q4 2024 in Review

Redwood Investment Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 14,916 shares — an estimated $484K sold.

Redwood Investment Management first reported a position in UPBD in Q4 2022 and held it in 6 quarters. The position peaked at $4M in Q2 2023. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Redwood Investment Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • Redwood Investment Management sold 14,916 Upbound Group shares in Q4 2024, an estimated $484K.
  • Redwood Investment Management first reported a position in Upbound Group in Q4 2022 and held it in 6 quarters.
  • Redwood Investment Management's Upbound Group position peaked at $4M in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Redwood Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.