RWM
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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 $5.7T 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