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Sierra Summit Advisors’s Upbound Group UPBD Stock Holding History

Sierra Summit Advisors’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
2024
Q1 		– Sell
-16,451
Closed -$559K – 218
2023
Q4 		$559K Buy
+16,451
New +$490K 0.16% 78

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sierra Summit Advisors's UPBD Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 16,451 shares — an estimated $559K sold.

Sierra Summit Advisors first reported a position in UPBD in Q4 2023 and held it in 1 quarter. The position peaked at $559K in Q4 2023. 242 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Sierra Summit Advisors reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 16,451 Upbound Group shares in Q1 2024, an estimated $559K.
  • Sierra Summit Advisors first reported a position in Upbound Group in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's Upbound Group position peaked at $559K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.