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 $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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return