Truist Financial
UPBD icon

Truist Financial’s Upbound Group UPBD Stock Holding History

Truist Financial’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
-13,567
Closed -$264K – 2676
2022
Q2 		$264K Sell
13,567
-254
-2% -$6.32K ﹤0.01% 2294
2022
Q1 		$348K Buy
13,821
+2,685
+24% +$97K ﹤0.01% 2215
2021
Q4 		$535K Sell
11,136
-1,991
-15% -$99.6K ﹤0.01% 1975
2021
Q3 		$738K Buy
13,127
+2,829
+27% +$167K ﹤0.01% 1787
2021
Q2 		$546K Buy
10,298
+1,536
+18% +$89.2K ﹤0.01% 1987
2021
Q1 		$505K Buy
+8,762
New +$458K ﹤0.01% 1960
2020
Q4 		– Sell
-16,657
Closed -$498K – 2639
2020
Q3 		$498K Sell
16,657
-3,656
-18% -$108K ﹤0.01% 1730
2020
Q2 		$565K Sell
20,313
-7,773
-28% -$173K ﹤0.01% 1552
2020
Q1 		$398K Sell
28,086
-1,716
-6% -$41.3K ﹤0.01% 1683
2019
Q4 		$859K Buy
+29,802
New +$779K ﹤0.01% 1521

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

Truist Financial's UPBD Position: Q3 2022 in Review

Truist Financial sold out of Upbound Group (UPBD) in Q3 2022, closing a stake of 13,567 shares — an estimated $264K sold.

Truist Financial first reported a position in UPBD in Q4 2019 and held it in 10 quarters. The position peaked at $859K in Q4 2019. 216 funds tracked by Wall St. Rank hold UPBD as of Q3 2022.

  • Truist Financial reported no remaining Upbound Group position as of Q3 2022 after selling out during the quarter.
  • Truist Financial sold 13,567 Upbound Group shares in Q3 2022, an estimated $264K.
  • Truist Financial first reported a position in Upbound Group in Q4 2019 and held it in 10 quarters.
  • Truist Financial's Upbound Group position peaked at $859K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Upbound Group as of Q3 2022.

Based on Truist Financial's 13F filing for Q3 2022, filed 26 Oct 2022.