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Sherbrooke Park Advisers’s Upbound Group UPBD Stock Holding History

Sherbrooke Park Advisers’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
2025
Q1 		– Sell
-11,510
Closed -$336K – 953
2024
Q4 		$336K Buy
+11,510
New +$357K 0.11% 349

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Sherbrooke Park Advisers's UPBD Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Upbound Group (UPBD) in Q1 2025, closing a stake of 11,510 shares — an estimated $336K sold.

Sherbrooke Park Advisers first reported a position in UPBD in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Upbound Group position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 11,510 Upbound Group shares in Q1 2025, an estimated $336K.
  • Sherbrooke Park Advisers first reported a position in Upbound Group in Q4 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Upbound Group position peaked at $336K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.