Robeco Institutional Asset Management
UPBD icon

Robeco Institutional Asset Management’s Upbound Group UPBD Stock Holding History

Robeco Institutional Asset 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
Q1 		– Sell
-766
Closed -$26K – 1089
2023
Q4 		$26K Buy
+766
New +$22.8K ﹤0.01% 981
2022
Q4 		– Sell
-8,214
Closed -$144K – 1048
2022
Q3 		$144K Buy
+8,214
New +$205K ﹤0.01% 858
2016
Q4 		– Sell
-496,858
Closed -$6.28M – 838
2016
Q3 		$6.28M Buy
496,858
+62,879
+14% +$787K 0.05% 340
2016
Q2 		$5.33M Hold
433,979
– – 0.04% 358
2016
Q1 		$6.88M Buy
433,979
+254,799
+142% +$3.4M 0.06% 293
2015
Q4 		$2.68M Buy
+179,180
New +$3.42M 0.02% 445

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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Robeco Institutional Asset Management's UPBD Position: Q1 2024 in Review

Robeco Institutional Asset Management sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 766 shares — an estimated $26K sold.

Robeco Institutional Asset Management first reported a position in UPBD in Q4 2015 and held it in 6 quarters. The position peaked at $6.88M in Q1 2016. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Robeco Institutional Asset Management reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 766 Upbound Group shares in Q1 2024, an estimated $26K.
  • Robeco Institutional Asset Management first reported a position in Upbound Group in Q4 2015 and held it in 6 quarters.
  • Robeco Institutional Asset Management's Upbound Group position peaked at $6.88M in Q1 2016.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.