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Trajan Wealth’s Upbound Group UPBD Stock Holding History

Trajan Wealth’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
-6,265
Closed -$200K – 190
2024
Q3 		$200K Buy
+6,265
New +$201K 0.01% 180
2024
Q2 		– Sell
-6,316
Closed -$222K – 184
2024
Q1 		$222K Buy
+6,316
New +$211K 0.02% 171

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

Trajan Wealth's UPBD Position: Q4 2024 in Review

Trajan Wealth sold out of Upbound Group (UPBD) in Q4 2024, closing a stake of 6,265 shares — an estimated $200K sold.

Trajan Wealth first reported a position in UPBD in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Trajan Wealth reported no remaining Upbound Group position as of Q4 2024 after selling out during the quarter.
  • Trajan Wealth sold 6,265 Upbound Group shares in Q4 2024, an estimated $200K.
  • Trajan Wealth first reported a position in Upbound Group in Q1 2024 and held it in 2 quarters.
  • Trajan Wealth's Upbound Group position peaked at $222K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Trajan Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.