Tarbox Family Office’s Upbound Group UPBD Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-88	Closed	-$2K	–	934
2022 Q1	$2K	Hold	88	–	–	﹤0.01%	872
2021 Q4	$4K	Hold	88	–	–	﹤0.01%	710
2021 Q3	$5K	Hold	88	–	–	﹤0.01%	658
2021 Q2	$5K	Hold	88	–	–	﹤0.01%	658
2021 Q1	$5K	Hold	88	–	–	﹤0.01%	585
2020 Q4	$3K	Hold	88	–	–	﹤0.01%	747
2020 Q3	$3K	Hold	88	–	–	﹤0.01%	670
2020 Q2	$2K	Hold	88	–	–	﹤0.01%	848
2020 Q1	$1K	Sell	88 -67	-43%	-$1.61K	﹤0.01%	1012
2019 Q4	$4K	Hold	155	–	–	﹤0.01%	601
2019 Q3	$4K	Hold	155	–	–	﹤0.01%	534
2019 Q2	$4K	Buy	+155	New	+$3.68K	﹤0.01%	535

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Tarbox Family Office's UPBD Position: Q2 2022 in Review

Tarbox Family Office sold out of Upbound Group (UPBD) in Q2 2022, closing a stake of 88 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in UPBD in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2022.

Tarbox Family Office reported no remaining Upbound Group position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 88 Upbound Group shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Upbound Group in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Upbound Group position peaked at $5K in Q3 2021.
218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.