VAM
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Verity Asset Management’s Upbound Group UPBD Stock Holding History

Verity Asset 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
2023
Q2 		– Sell
-9,069
Closed -$222K – 191
2023
Q1 		$222K Sell
9,069
-3,679
-29% -$94.7K 0.13% 155
2022
Q4 		$287K Sell
12,748
-849
-6% -$18.2K 0.25% 123
2022
Q3 		$238K Buy
+13,597
New +$339K 0.25% 134

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Verity Asset Management's UPBD Position: Q2 2023 in Review

Verity Asset Management sold out of Upbound Group (UPBD) in Q2 2023, closing a stake of 9,069 shares — an estimated $222K sold.

Verity Asset Management first reported a position in UPBD in Q3 2022 and held it in 3 quarters. The position peaked at $287K in Q4 2022. 218 funds tracked by Wall St. Rank hold UPBD as of Q2 2023.

  • Verity Asset Management reported no remaining Upbound Group position as of Q2 2023 after selling out during the quarter.
  • Verity Asset Management sold 9,069 Upbound Group shares in Q2 2023, an estimated $222K.
  • Verity Asset Management first reported a position in Upbound Group in Q3 2022 and held it in 3 quarters.
  • Verity Asset Management's Upbound Group position peaked at $287K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Upbound Group as of Q2 2023.

Based on Verity Asset Management's 13F filing for Q2 2023, filed 16 Aug 2023.