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Vienna Insurance Group’s Upbound Group UPBD Stock Holding History

Vienna Insurance Group’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
Q1 		– Sell
-159,300
Closed -$3.59M – 97
2022
Q4 		$3.59M Hold
159,300
– – 2.78% 18
2022
Q3 		$2.79M Sell
159,300
-46,700
-23% -$1.16M 1.97% 23
2022
Q2 		$4.01M Buy
206,000
+72,000
+54% +$1.79M 2.72% 17
2022
Q1 		$3.38M Buy
+134,000
New +$4.84M 1.89% 25

Other funds holding UPBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vienna Insurance Group's UPBD Position: Q1 2023 in Review

Vienna Insurance Group sold out of Upbound Group (UPBD) in Q1 2023, closing a stake of 159,300 shares — an estimated $3.59M sold.

Vienna Insurance Group first reported a position in UPBD in Q1 2022 and held it in 4 quarters. The position peaked at $4.01M in Q2 2022. 204 funds tracked by Wall St. Rank hold UPBD as of Q1 2023.

  • Vienna Insurance Group reported no remaining Upbound Group position as of Q1 2023 after selling out during the quarter.
  • Vienna Insurance Group sold 159,300 Upbound Group shares in Q1 2023, an estimated $3.59M.
  • Vienna Insurance Group first reported a position in Upbound Group in Q1 2022 and held it in 4 quarters.
  • Vienna Insurance Group's Upbound Group position peaked at $4.01M in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Upbound Group as of Q1 2023.

Based on Vienna Insurance Group's 13F filing for Q1 2023, filed 4 Sep 2024.