Skandinaviska Enskilda Banken (SEB)
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Skandinaviska Enskilda Banken (SEB)’s Upbound Group UPBD Stock Holding History

Skandinaviska Enskilda Banken (SEB)’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
-19,000
Closed -$645K – 947
2023
Q4 		$645K Buy
+19,000
New +$566K ﹤0.01% 754
2022
Q1 		– Sell
-7,200
Closed -$352K – 1062
2021
Q4 		$352K Sell
7,200
-2,000
-22% -$100K ﹤0.01% 869
2021
Q3 		$517K Sell
9,200
-62,400
-87% -$3.67M ﹤0.01% 867
2021
Q2 		$3.8M Sell
71,600
-52,400
-42% -$3.04M 0.02% 482
2021
Q1 		$7.15M Sell
124,000
-13,700
-10% -$717K 0.05% 328
2020
Q4 		$5.27M Buy
137,700
+121,600
+755% +$4.13M 0.04% 359
2020
Q3 		$481K Buy
+16,100
New +$476K ﹤0.01% 832

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 $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $3.37T AUM 44.26% 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 $303M AUM 2.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB)'s UPBD Position: Q1 2024 in Review

Skandinaviska Enskilda Banken (SEB) sold out of Upbound Group (UPBD) in Q1 2024, closing a stake of 19,000 shares — an estimated $645K sold.

Skandinaviska Enskilda Banken (SEB) first reported a position in UPBD in Q3 2020 and held it in 7 quarters. The position peaked at $7.15M in Q1 2021. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.

  • Skandinaviska Enskilda Banken (SEB) reported no remaining Upbound Group position as of Q1 2024 after selling out during the quarter.
  • Skandinaviska Enskilda Banken (SEB) sold 19,000 Upbound Group shares in Q1 2024, an estimated $645K.
  • Skandinaviska Enskilda Banken (SEB) first reported a position in Upbound Group in Q3 2020 and held it in 7 quarters.
  • Skandinaviska Enskilda Banken (SEB)'s Upbound Group position peaked at $7.15M in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.

Based on Skandinaviska Enskilda Banken (SEB)'s 13F filing for Q1 2024, filed 13 May 2024.