WT
UPBD icon

Whittier Trust’s Upbound Group UPBD Stock Holding History

Whittier Trust’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
-1,125
Closed -$60K – 1574
2021
Q2 		$60K Hold
1,125
– – ﹤0.01% 917
2021
Q1 		$65K Hold
1,125
– – ﹤0.01% 873
2020
Q4 		$43K Hold
1,125
– – ﹤0.01% 886
2020
Q3 		$34K Buy
+1,125
New +$33.3K ﹤0.01% 906
2020
Q2 		– Sell
-1,125
Closed -$16K – 1515
2020
Q1 		$16K Hold
1,125
– – ﹤0.01% 1033
2019
Q4 		$32K Hold
1,125
– – ﹤0.01% 938
2019
Q3 		$29K Hold
1,125
– – ﹤0.01% 952
2019
Q2 		$30K Hold
1,125
– – ﹤0.01% 883
2019
Q1 		$23K Hold
1,125
– – ﹤0.01% 928
2018
Q4 		$18K Hold
1,125
– – ﹤0.01% 981
2018
Q3 		$16K Hold
1,125
– – ﹤0.01% 989
2018
Q2 		$17K Hold
1,125
– – ﹤0.01% 960
2018
Q1 		$10K Hold
1,125
– – ﹤0.01% 1056
2017
Q4 		$12K Hold
1,125
– – ﹤0.01% 1014
2017
Q3 		$13K Hold
1,125
– – ﹤0.01% 987
2017
Q2 		$13K Hold
1,125
– – ﹤0.01% 954
2017
Q1 		$10K Hold
1,125
– – ﹤0.01% 1006
2016
Q4 		$13K Hold
1,125
– – ﹤0.01% 941
2016
Q3 		$14K Hold
1,125
– – ﹤0.01% 931
2016
Q2 		$14K Hold
1,125
– – ﹤0.01% 943
2016
Q1 		$18K Hold
1,125
– – ﹤0.01% 890
2015
Q4 		$17K Buy
+1,125
New +$21.5K ﹤0.01% 895

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