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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 $1.9T AUM 41.92% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return