Stifel Financial’s Upbound Group UPBD Stock Holding History

Stifel Financial’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 Q4	–	Sell	-32,550	Closed	-$959K	–	3416
2023 Q3	$959K	Buy	+32,550	New	+$1.02M	﹤0.01%	2073

Other funds holding UPBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's UPBD Position: Q4 2023 in Review

Stifel Financial sold out of Upbound Group (UPBD) in Q4 2023, closing a stake of 32,550 shares — an estimated $959K sold.

Stifel Financial first reported a position in UPBD in Q3 2023 and held it in 1 quarter. The position peaked at $959K in Q3 2023. 233 funds tracked by Wall St. Rank hold UPBD as of Q4 2023.

Stifel Financial reported no remaining Upbound Group position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 32,550 Upbound Group shares in Q4 2023, an estimated $959K.
Stifel Financial first reported a position in Upbound Group in Q3 2023 and held it in 1 quarter.
Stifel Financial's Upbound Group position peaked at $959K in Q3 2023.
233 funds tracked by Wall St. Rank held Upbound Group as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.