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Scotia Capital’s Upbound Group UPBD Stock Holding History

Scotia Capital’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
Q4 		– Sell
-10,843
Closed -$190K – 827
2022
Q3 		$190K Buy
10,843
+243
+2% +$6.05K ﹤0.01% 711
2022
Q2 		$206K Buy
+10,600
New +$264K ﹤0.01% 729
2021
Q4 		– Sell
-5,356
Closed -$301K – 916
2021
Q3 		$301K Buy
5,356
+808
+18% +$47.6K ﹤0.01% 715
2021
Q2 		$241K Buy
4,548
+165
+4% +$9.58K ﹤0.01% 748
2021
Q1 		$253K Buy
+4,383
New +$229K ﹤0.01% 716

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $327M AUM 22.96% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Scotia Capital's UPBD Position: Q4 2022 in Review

Scotia Capital sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 10,843 shares — an estimated $190K sold.

Scotia Capital first reported a position in UPBD in Q1 2021 and held it in 5 quarters. The position peaked at $301K in Q3 2021. 204 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Scotia Capital reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Scotia Capital sold 10,843 Upbound Group shares in Q4 2022, an estimated $190K.
  • Scotia Capital first reported a position in Upbound Group in Q1 2021 and held it in 5 quarters.
  • Scotia Capital's Upbound Group position peaked at $301K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Scotia Capital's 13F filing for Q4 2022, filed 9 Feb 2023.