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SummerHaven Investment Management’s Upbound Group UPBD Stock Holding History

SummerHaven Investment Management’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
2022
Q3 		– Sell
-16,832
Closed -$327K – 274
2022
Q2 		$327K Hold
16,832
– – 0.22% 182
2022
Q1 		$424K Buy
16,832
+752
+5% +$27.2K 0.24% 189
2021
Q4 		$772K Hold
16,080
– – 0.42% 152
2021
Q3 		$904K Buy
+16,080
New +$947K 0.53% 58

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SummerHaven Investment Management's UPBD Position: Q3 2022 in Review

SummerHaven Investment Management sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 16,832 shares — an estimated $327K sold.

SummerHaven Investment Management first reported a position in UPBD in Q3 2021 and held it in 4 quarters. The position peaked at $904K in Q3 2021. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • SummerHaven Investment Management reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
  • SummerHaven Investment Management sold 16,832 Upbound Group shares in Q3 2022, an estimated $327K.
  • SummerHaven Investment Management first reported a position in Upbound Group in Q3 2021 and held it in 4 quarters.
  • SummerHaven Investment Management's Upbound Group position peaked at $904K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on SummerHaven Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.