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Vise Technologies’s Upbound Group UPBD Stock Holding History

Vise Technologies’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
2024
Q4 		$262K Sell
8,967
-299
-3% -$9.28K 0.02% 653
2024
Q3 		$296K Sell
9,266
-1,626
-15% -$52.3K 0.04% 451
2024
Q2 		$334K Buy
10,892
+859
+9% +$27.4K 0.06% 296
2024
Q1 		$353K Sell
10,033
-442
-4% -$14.8K 0.07% 261
2023
Q4 		$356K Sell
10,475
-3,461
-25% -$103K 0.08% 237
2023
Q3 		$410K Buy
13,936
+4,501
+48% +$140K 0.1% 194
2023
Q2 		$294K Buy
+9,435
New +$276K 0.07% 246

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vise Technologies's UPBD Position: Q4 2024 in Review

Vise Technologies reduced its Upbound Group (UPBD) stake by 3.2% in Q4 2024, selling an estimated $9.28K and leaving 8,967 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #653.

Vise Technologies first reported a position in UPBD in Q2 2023 and has held it in 7 quarters since. The position peaked at $410K in Q3 2023. 240 funds tracked by Wall St. Rank hold UPBD as of Q4 2024.

  • Vise Technologies held 8,967 shares of Upbound Group worth $262K as of Q4 2024.
  • Vise Technologies sold 299 Upbound Group shares in Q4 2024, an estimated $9.28K.
  • Upbound Group made up 0.02% of Vise Technologies's portfolio in Q4 2024, its #653 holding.
  • Vise Technologies first reported a position in Upbound Group in Q2 2023 and has held it in 7 quarters since.
  • Vise Technologies's Upbound Group position peaked at $410K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Upbound Group as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.