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Sageworth Trust Company of South Dakota’s Upbound Group UPBD Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-37
Closed -$1K – 628
2022
Q2 		$1K Sell
37
-91
-71% -$2.27K ﹤0.01% 551
2022
Q1 		$3K Sell
128
-89
-41% -$3.22K 0.01% 370
2021
Q4 		$10K Buy
+217
New +$10.9K 0.02% 390

Other funds holding UPBD

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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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's UPBD Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in UPBD in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 37 Upbound Group shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Upbound Group in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Upbound Group position peaked at $10K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.