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Shelton Capital Management’s Upbound Group UPBD Stock Holding History

Shelton Capital 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
2021
Q4 		– Sell
-3,850
Closed -$216K – 890
2021
Q3 		$216K Hold
3,850
– – 0.01% 732
2021
Q2 		$204K Buy
+3,850
New +$224K 0.01% 794
2020
Q4 		– Sell
-115,427
Closed -$3.45M – 819
2020
Q3 		$3.45M Buy
+115,427
New +$3.41M 0.14% 164
2013
Q4 		– Sell
-6,464
Closed -$246K – 761
2013
Q3 		$246K Sell
6,464
-364
-5% -$14K 0.04% 551
2013
Q2 		$256K Buy
+6,828
New +$247K 0.05% 499

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shelton Capital Management's UPBD Position: Q4 2021 in Review

Shelton Capital Management sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 3,850 shares — an estimated $216K sold.

Shelton Capital Management first reported a position in UPBD in Q2 2013 and held it in 5 quarters. The position peaked at $3.45M in Q3 2020. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Shelton Capital Management reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Shelton Capital Management sold 3,850 Upbound Group shares in Q4 2021, an estimated $216K.
  • Shelton Capital Management first reported a position in Upbound Group in Q2 2013 and held it in 5 quarters.
  • Shelton Capital Management's Upbound Group position peaked at $3.45M in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.