TD Asset Management
UPBD icon

TD Asset Management’s Upbound Group UPBD Stock Holding History

TD Asset 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
2024
Q4 		– Sell
-9,000
Closed -$292K – 1404
2024
Q3 		$292K Buy
+9,000
New +$289K ﹤0.01% 1343
2021
Q4 		– Sell
-51,700
Closed -$2.91M – 1549
2021
Q3 		$2.91M Sell
51,700
-16,100
-24% -$948K ﹤0.01% 972
2021
Q2 		$3.88M Sell
67,800
-11,600
-15% -$674K ﹤0.01% 900
2021
Q1 		$4.58M Sell
79,400
-25,200
-24% -$1.32M 0.01% 849
2020
Q4 		$4M Buy
104,600
+24,200
+30% +$822K ﹤0.01% 851
2020
Q3 		$2.4M Buy
80,400
+7,400
+10% +$219K ﹤0.01% 865
2020
Q2 		$2.03M Sell
73,000
-63,000
-46% -$1.4M ﹤0.01% 874
2020
Q1 		$1.92M Buy
136,000
+32,400
+31% +$780K ﹤0.01% 845
2019
Q4 		$2.99M Buy
+103,600
New +$2.71M ﹤0.01% 836

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 $2.3T AUM 54.33% 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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TD Asset Management's UPBD Position: Q4 2024 in Review

TD Asset Management sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 9,000 shares — an estimated $292K sold.

TD Asset Management first reported a position in UPBD in Q4 2019 and held it in 9 quarters. The position peaked at $4.58M in Q1 2021. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • TD Asset Management reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • TD Asset Management sold 9,000 Upbound Group shares in Q4 2024, an estimated $292K.
  • TD Asset Management first reported a position in Upbound Group in Q4 2019 and held it in 9 quarters.
  • TD Asset Management's Upbound Group position peaked at $4.58M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on TD Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.