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Tributary Capital Management’s Upbound Group UPBD Stock Holding History

Tributary Capital 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
2025
Q1 		– Sell
-9,700
Closed -$283K – 215
2024
Q4 		$283K Sell
9,700
-500
-5% -$15.5K 0.02% 152
2024
Q3 		$326K Sell
10,200
-250
-2% -$8.04K 0.03% 152
2024
Q2 		$321K Sell
10,450
-650
-6% -$20.8K 0.03% 155
2024
Q1 		$391K Sell
11,100
-200
-2% -$6.68K 0.03% 147
2023
Q4 		$384K Hold
11,300
– – 0.03% 147
2023
Q3 		$333K Buy
11,300
+3,700
+49% +$115K 0.03% 146
2023
Q2 		$237K Buy
+7,600
New +$222K 0.02% 167
2022
Q2 		– Sell
-8,600
Closed -$217K – 215
2022
Q1 		$217K Sell
8,600
-500
-5% -$18.1K 0.02% 221
2021
Q4 		$437K Buy
9,100
+2,700
+42% +$135K 0.03% 202
2021
Q3 		$360K Buy
+6,400
New +$377K 0.03% 218

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Fidelity Investments
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Dimensional Fund Advisors
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State Street
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LSV Asset Management
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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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return