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Vaughan Nelson Investment Management’s Upbound Group UPBD Stock Holding History

Vaughan Nelson Investment 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
2021
Q4 		– Sell
-2,194
Closed -$123K – 262
2021
Q3 		$123K Buy
+2,194
New +$129K ﹤0.01% 193
2014
Q1 		– Sell
-319,150
Closed -$10.6M – 182
2013
Q4 		$10.6M Buy
319,150
+28,775
+10% +$996K 0.17% 142
2013
Q3 		$11.1M Buy
290,375
+10,825
+4% +$417K 0.19% 137
2013
Q2 		$10.5M Buy
+279,550
New +$10.1M 0.2% 128

Other funds holding UPBD

BlackRock
BlackRock New York $5.72T 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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vaughan Nelson Investment Management's UPBD Position: Q4 2021 in Review

Vaughan Nelson Investment Management sold out of Upbound Group (UPBD) in Q4 2021, closing a stake of 2,194 shares — an estimated $123K sold.

Vaughan Nelson Investment Management first reported a position in UPBD in Q2 2013 and held it in 4 quarters. The position peaked at $11.1M in Q3 2013. 247 funds tracked by Wall St. Rank hold UPBD as of Q4 2021.

  • Vaughan Nelson Investment Management reported no remaining Upbound Group position as of Q4 2021 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 2,194 Upbound Group shares in Q4 2021, an estimated $123K.
  • Vaughan Nelson Investment Management first reported a position in Upbound Group in Q2 2013 and held it in 4 quarters.
  • Vaughan Nelson Investment Management's Upbound Group position peaked at $11.1M in Q3 2013.
  • 247 funds tracked by Wall St. Rank held Upbound Group as of Q4 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2021, filed 13 Jan 2022.