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USA Financial Formulas’s Upbound Group UPBD Stock Holding History

USA Financial Formulas’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
2021
Q3 		– Sell
-4,575
Closed -$243K – 485
2021
Q2 		$243K Sell
4,575
-350
-7% -$20.3K 0.2% 124
2021
Q1 		$284K Buy
+4,925
New +$258K 0.23% 110
2019
Q4 		– Sell
-19,044
Closed -$491K – 315
2019
Q3 		$491K Buy
+19,044
New +$500K 0.19% 93

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

USA Financial Formulas's UPBD Position: Q3 2021 in Review

USA Financial Formulas sold out of Upbound Group (UPBD) in Q3 2021, closing a stake of 4,575 shares — an estimated $243K sold.

USA Financial Formulas first reported a position in UPBD in Q3 2019 and held it in 3 quarters. The position peaked at $491K in Q3 2019. 270 funds tracked by Wall St. Rank hold UPBD as of Q3 2021.

  • USA Financial Formulas reported no remaining Upbound Group position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 4,575 Upbound Group shares in Q3 2021, an estimated $243K.
  • USA Financial Formulas first reported a position in Upbound Group in Q3 2019 and held it in 3 quarters.
  • USA Financial Formulas's Upbound Group position peaked at $491K in Q3 2019.
  • 270 funds tracked by Wall St. Rank held Upbound Group as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.