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TD Waterhouse Canada’s Upbound Group UPBD Stock Holding History

TD Waterhouse Canada’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
-33,514
Closed -$662K – 1786
2022
Q2 		$662K Buy
33,514
+33,513
+3,351,300% +$834K 0.01% 486
2022
Q1 		$25 Sell
1
-17,056
-100% -$616K ﹤0.01% 1770
2021
Q4 		$843K Buy
+17,057
New +$853K 0.01% 510

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

TD Waterhouse Canada's UPBD Position: Q3 2022 in Review

TD Waterhouse Canada sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 33,514 shares — an estimated $662K sold.

TD Waterhouse Canada first reported a position in UPBD in Q4 2021 and held it in 3 quarters. The position peaked at $843K in Q4 2021. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • TD Waterhouse Canada reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 33,514 Upbound Group shares in Q3 2022, an estimated $662K.
  • TD Waterhouse Canada first reported a position in Upbound Group in Q4 2021 and held it in 3 quarters.
  • TD Waterhouse Canada's Upbound Group position peaked at $843K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on TD Waterhouse Canada's 13F filing for Q3 2022, filed 13 Nov 2023.