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Steward Financial Group’s Upbound Group UPBD Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+47
New +$1.47K ﹤0.01% 1272
2023
Q2 		– Sell
-31
Closed – – 980
2023
Q1 		$0 Buy
31
+15
+94% +$386 ﹤0.01% 915
2022
Q4 		$0 Buy
+16
New +$343 ﹤0.01% 815
2022
Q3 		– Sell
-13
Closed – – 1250
2022
Q2 		$0 Buy
+13
New +$324 ﹤0.01% 1385

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $327M AUM 22.96% 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 $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Steward Financial Group's UPBD Position: Q3 2023 in Review

Steward Financial Group opened a new position in Upbound Group (UPBD) in Q3 2023: 47 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UPBD as recently as Q1 2023.

Steward Financial Group first reported a position in UPBD in Q2 2022 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold UPBD as of Q3 2023.

  • Steward Financial Group held 47 shares of Upbound Group worth $1K as of Q3 2023.
  • Upbound Group was a new Steward Financial Group position in Q3 2023.
  • Upbound Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1272 holding.
  • Steward Financial Group first reported a position in Upbound Group in Q2 2022 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Upbound Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.