VIA
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Vident Investment Advisory’s Upbound Group UPBD Stock Holding History

Vident Investment Advisory’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
-42,060
Closed -$2.23M – 1241
2021
Q2 		$2.23M Buy
42,060
+35
+0.1% +$2.03K 0.07% 364
2021
Q1 		$2.42M Sell
42,025
-2,009
-5% -$105K 0.08% 283
2020
Q4 		$1.69M Sell
44,034
-2,571
-6% -$87.3K 0.07% 350
2020
Q3 		$1.39M Sell
46,605
-15,886
-25% -$470K 0.07% 396
2020
Q2 		$1.74M Sell
62,491
-10,055
-14% -$223K 0.09% 239
2020
Q1 		$1.03M Sell
72,546
-16,917
-19% -$407K 0.07% 390
2019
Q4 		$2.58M Buy
+89,463
New +$2.34M 0.16% 172
2015
Q4 		– Sell
-24,101
Closed -$584K – 820
2015
Q3 		$584K Buy
24,101
+7,262
+43% +$195K 0.08% 445
2015
Q2 		$477K Buy
16,839
+904
+6% +$27.1K 0.06% 525
2015
Q1 		$437K Buy
+15,935
New +$486K 0.09% 497

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
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return