Wolverine Trading
UPBD icon

Wolverine Trading’s Upbound Group UPBD Stock Holding History

Wolverine Trading’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
2022
Q4 		– Sell
-22,164
Closed -$495K – 5081
2022
Q3 		$495K Buy
+22,164
New +$552K ﹤0.01% 2613
2021
Q3 		– Sell
-11,007
Closed -$648K – 6999
2021
Q2 		$583K Buy
+11,007
New +$639K ﹤0.01% 3466

Other funds holding UPBD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wolverine Trading's UPBD Position: Q4 2022 in Review

Wolverine Trading sold out of Upbound Group (UPBD) in Q4 2022, closing a stake of 22,164 shares — an estimated $495K sold.

Wolverine Trading first reported a position in UPBD in Q2 2021 and held it in 2 quarters. The position peaked at $583K in Q2 2021. 206 funds tracked by Wall St. Rank hold UPBD as of Q4 2022.

  • Wolverine Trading reported no remaining Upbound Group position as of Q4 2022 after selling out during the quarter.
  • Wolverine Trading sold 22,164 Upbound Group shares in Q4 2022, an estimated $495K.
  • Wolverine Trading first reported a position in Upbound Group in Q2 2021 and held it in 2 quarters.
  • Wolverine Trading's Upbound Group position peaked at $583K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held Upbound Group as of Q4 2022.

Based on Wolverine Trading's 13F filing for Q4 2022, filed 14 Feb 2023.