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
2025
Q3 		$436K Buy
18,000
+1,500
+9% +$37K ﹤0.01% 3864
2025
Q2 		$420K Buy
+16,500
New +$385K ﹤0.01% 3124
2022
Q4 		– Sell
-34,300
Closed -$766K – 5080
2022
Q3 		$766K Buy
34,300
+10,000
+41% +$249K ﹤0.01% 2210
2022
Q2 		$477K Buy
+24,300
New +$605K ﹤0.01% 2589
2021
Q4 		– Sell
-8,400
Closed -$489K – 6895
2021
Q3 		$489K Sell
8,400
-14,900
-64% -$877K ﹤0.01% 3967
2021
Q2 		$1.24M Buy
23,300
+4,400
+23% +$256K ﹤0.01% 2538
2021
Q1 		$1.1M Buy
18,900
+9,600
+103% +$502K ﹤0.01% 2638
2020
Q4 		$357K Buy
+9,300
New +$316K ﹤0.01% 3551
2019
Q3 		– Sell
-16,200
Closed -$431K – 5055
2019
Q2 		$431K Buy
+16,200
New +$385K ﹤0.01% 2872
2017
Q3 		– Sell
-60,700
Closed -$707K – 5075
2017
Q2 		$707K Buy
+60,700
New +$686K ﹤0.01% 2082
2017
Q1 		– Sell
-22,200
Closed -$250K – 5031
2016
Q4 		$250K Buy
22,200
+7,200
+48% +$80.2K ﹤0.01% 3464
2016
Q3 		$185K Buy
+15,000
New +$188K ﹤0.01% 3881

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.