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 		– Sell
-7,900
Closed -$201K – 6219
2025
Q2 		$201K Buy
+7,900
New +$185K ﹤0.01% 3911
2022
Q4 		– Sell
-47,700
Closed -$1.06M – 5082
2022
Q3 		$1.06M Sell
47,700
-5,500
-10% -$137K ﹤0.01% 1907
2022
Q2 		$1.04M Buy
+53,200
New +$1.32M ﹤0.01% 1877
2021
Q4 		– Sell
-8,100
Closed -$471K – 6896
2021
Q3 		$471K Sell
8,100
-4,600
-36% -$271K ﹤0.01% 4025
2021
Q2 		$673K Buy
12,700
+5,600
+79% +$325K ﹤0.01% 3280
2021
Q1 		$413K Buy
7,100
+1,900
+37% +$99.4K ﹤0.01% 4009
2020
Q4 		$200K Buy
+5,200
New +$177K ﹤0.01% 4225
2020
Q1 		– Sell
-8,100
Closed -$234K – 5323
2019
Q4 		$234K Buy
+8,100
New +$212K ﹤0.01% 3870
2019
Q3 		– Sell
-12,400
Closed -$330K – 5056
2019
Q2 		$330K Buy
+12,400
New +$295K ﹤0.01% 3169
2017
Q3 		– Sell
-27,600
Closed -$321K – 5076
2017
Q2 		$321K Buy
+27,600
New +$312K ﹤0.01% 2943
2017
Q1 		– Sell
-14,900
Closed -$168K – 5032
2016
Q4 		$168K Sell
14,900
-2,200
-13% -$24.5K ﹤0.01% 3849
2016
Q3 		$211K Buy
17,100
+1,400
+9% +$17.5K ﹤0.01% 3760
2016
Q2 		$191K Buy
+15,700
New +$211K ﹤0.01% 3317

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.