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Ritholtz Wealth Management’s Upbound Group UPBD Stock Holding History

Ritholtz Wealth 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
-7,134
Closed -$228K – 908
2024
Q3 		$228K Sell
7,134
-4,310
-38% -$139K 0.01% 776
2024
Q2 		$351K Sell
11,444
-7,321
-39% -$234K 0.01% 623
2024
Q1 		$661K Buy
18,765
+514
+3% +$17.2K 0.02% 462
2023
Q4 		$620K Buy
18,251
+3,870
+27% +$115K 0.02% 442
2023
Q3 		$424K Buy
14,381
+6,811
+90% +$212K 0.02% 481
2023
Q2 		$236K Buy
+7,570
New +$221K 0.01% 594
2022
Q1 		– Sell
-4,593
Closed -$221K – 621
2021
Q4 		$221K Sell
4,593
-73
-2% -$3.65K 0.01% 480
2021
Q3 		$262K Sell
4,666
-45
-1% -$2.65K 0.02% 403
2021
Q2 		$250K Sell
4,711
-76
-2% -$4.41K 0.02% 411
2021
Q1 		$276K Sell
4,787
-940
-16% -$49.2K 0.02% 329
2020
Q4 		$219K Sell
5,727
-1,208
-17% -$41K 0.02% 321
2020
Q3 		$207K Buy
+6,935
New +$205K 0.02% 266

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ritholtz Wealth Management's UPBD Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 7,134 shares — an estimated $228K sold.

Ritholtz Wealth Management first reported a position in UPBD in Q3 2020 and held it in 12 quarters. The position peaked at $661K in Q1 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,134 Upbound Group shares in Q4 2024, an estimated $228K.
  • Ritholtz Wealth Management first reported a position in Upbound Group in Q3 2020 and held it in 12 quarters.
  • Ritholtz Wealth Management's Upbound Group position peaked at $661K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.