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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return