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TwinBeech Capital’s Upbound Group UPBD Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-29,707
Closed -$712K – 989
2025
Q1 		$712K Sell
29,707
-16,272
-35% -$447K 0.01% 532
2024
Q4 		$1.34M Buy
+45,979
New +$1.43M 0.02% 361
2023
Q2 		– Sell
-33,519
Closed -$822K – 873
2023
Q1 		$822K Buy
+33,519
New +$863K 0.02% 471
2022
Q4 		– Sell
-48,561
Closed -$850K – 950
2022
Q3 		$850K Buy
48,561
+6,278
+15% +$156K 0.02% 474
2022
Q2 		$822K Buy
+42,283
New +$1.05M 0.04% 360
2021
Q3 		– Sell
-56,324
Closed -$2.99M – 770
2021
Q2 		$2.99M Buy
56,324
+24,886
+79% +$1.45M 0.36% 87
2021
Q1 		$1.81M Buy
+31,438
New +$1.64M 0.27% 122

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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return