de Morgan Stanley Upbound Group UPBD Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 22.2 M | Comprar |
1,047,419
+263,698
| +34% | +USD 4.93 M | ﹤0.01% | 3002 |
|
|
2026
Q1 | USD 14.1 M | Vender |
783,721
-24,656
| -3% | -USD 480 k | ﹤0.01% | 3272 |
|
|
2025
Q4 | USD 14.2 M | Comprar |
808,377
+39,894
| +5% | +USD 771 k | ﹤0.01% | 3265 |
|
|
2025
Q3 | USD 18.2 M | Vender |
768,483
-36,051
| -4% | -USD 890 k | ﹤0.01% | 2972 |
|
|
2025
Q2 | USD 20.2 M | Comprar |
804,534
+270,916
| +51% | +USD 6.33 M | ﹤0.01% | 2796 |
|
|
2025
Q1 | USD 12.8 M | Vender |
533,618
-78,820
| -13% | -USD 2.16 M | ﹤0.01% | 3118 |
|
|
2024
Q4 | USD 17.9 M | Vender |
612,438
-19,819
| -3% | -USD 615 k | ﹤0.01% | 2866 |
|
|
2024
Q3 | USD 20.2 M | Vender |
632,257
-24,984
| -4% | -USD 803 k | ﹤0.01% | 2793 |
|
|
2024
Q2 | USD 20.2 M | Comprar |
657,241
+142,236
| +28% | +USD 4.54 M | ﹤0.01% | 2659 |
|
|
2024
Q1 | USD 18.1 M | Vender |
515,005
-45,107
| -8% | -USD 1.51 M | ﹤0.01% | 2803 |
|
|
2023
Q4 | USD 19 M | Comprar |
560,112
+147,515
| +36% | +USD 4.39 M | ﹤0.01% | 2735 |
|
|
2023
Q3 | USD 12.2 M | Vender |
412,597
-105,643
| -20% | -USD 3.29 M | ﹤0.01% | 2940 |
|
|
2023
Q2 | USD 16.1 M | Comprar |
518,240
+106,438
| +26% | +USD 3.11 M | ﹤0.01% | 2694 |
|
|
2023
Q1 | USD 10.1 M | Comprar |
411,802
+1,109
| +0.3% | +USD 28.5 k | ﹤0.01% | 3130 |
|
|
2022
Q4 | USD 9.26 M | Vender |
410,693
-193,063
| -32% | -USD 4.14 M | ﹤0.01% | 3165 |
|
|
2022
Q3 | USD 10.6 M | Comprar |
603,756
+32,500
| +6% | +USD 809 k | ﹤0.01% | 2912 |
|
|
2022
Q2 | USD 11.1 M | Comprar |
571,256
+44,821
| +9% | +USD 1.12 M | ﹤0.01% | 2965 |
|
|
2022
Q1 | USD 13.3 M | Comprar |
526,435
+139,815
| +36% | +USD 5.05 M | ﹤0.01% | 2569 |
|
|
2021
Q4 | USD 18.6 M | Vender |
386,620
-113,836
| -23% | -USD 5.69 M | ﹤0.01% | 2238 |
|
|
2021
Q3 | USD 28.1 M | Comprar |
500,456
+63,854
| +15% | +USD 3.76 M | ﹤0.01% | 1739 |
|
|
2021
Q2 | USD 23.2 M | Comprar |
436,602
+79,661
| +22% | +USD 4.63 M | ﹤0.01% | 1993 |
|
|
2021
Q1 | USD 20.6 M | Vender |
356,941
-118,066
| -25% | -USD 6.18 M | ﹤0.01% | 1880 |
|
|
2020
Q4 | USD 18.2 M | Comprar |
475,007
+5,427
| +1% | +USD 184 k | ﹤0.01% | 1894 |
|
|
2020
Q3 | USD 14 M | Comprar |
469,580
+241,703
| +106% | +USD 7.15 M | ﹤0.01% | 1740 |
|
|
2020
Q2 | USD 6.34 M | Comprar |
227,877
+63,352
| +39% | +USD 1.41 M | ﹤0.01% | 2431 |
|
|
2020
Q1 | USD 2.33 M | Vender |
164,525
-415,091
| -72% | -USD 10 M | ﹤0.01% | 3231 |
|
|
2019
Q4 | USD 16.7 M | Vender |
579,616
-97,860
| -14% | -USD 2.56 M | ﹤0.01% | 1827 |
|
|
2019
Q3 | USD 17.5 M | Vender |
677,476
-698,743
| -51% | -USD 18.3 M | ﹤0.01% | 1596 |
|
|
2019
Q2 | USD 36.6 M | Comprar |
1,376,219
+682,982
| +99% | +USD 16.2 M | 0.01% | 1040 |
|
|
2019
Q1 | USD 14.5 M | Comprar |
693,237
+24,298
| +4% | +USD 448 k | ﹤0.01% | 1707 |
|
|
2018
Q4 | USD 10.8 M | Vender |
668,939
-251,457
| -27% | -USD 3.65 M | ﹤0.01% | 2044 |
|
|
2018
Q3 | USD 13.2 M | Comprar |
920,396
+234,340
| +34% | +USD 3.44 M | ﹤0.01% | 2115 |
|
|
2018
Q2 | USD 10.1 M | Vender |
686,056
-752,951
| -52% | -USD 8.16 M | ﹤0.01% | 2371 |
|
|
2018
Q1 | USD 12.4 M | Comprar |
1,439,007
+694,660
| +93% | +USD 6.67 M | ﹤0.01% | 2132 |
|
|
2017
Q4 | USD 8.26 M | Comprar |
744,347
+351,634
| +90% | +USD 3.85 M | ﹤0.01% | 2596 |
|
|
2017
Q3 | USD 4.51 M | Comprar |
392,713
+318,581
| +430% | +USD 3.94 M | ﹤0.01% | 3064 |
|
|
2017
Q2 | USD 870 k | Vender |
74,132
-3,816
| -5% | -USD 43.1 k | ﹤0.01% | 4474 |
|
|
2017
Q1 | USD 692 k | Vender |
77,948
-916,310
| -92% | -USD 8.33 M | ﹤0.01% | 4640 |
|
|
2016
Q4 | USD 11.2 M | Vender |
994,258
-401,964
| -29% | -USD 4.48 M | ﹤0.01% | 2129 |
|
|
2016
Q3 | USD 17.6 M | Vender |
1,396,222
-315,328
| -18% | -USD 3.94 M | 0.01% | 1558 |
|
|
2016
Q2 | USD 21 M | Comprar |
1,711,550
+554,656
| +48% | +USD 7.47 M | 0.01% | 1387 |
|
|
2016
Q1 | USD 18.3 M | Comprar |
1,156,894
+745,169
| +181% | +USD 9.9 M | 0.01% | 1368 |
|
|
2015
Q4 | USD 6.16 M | Comprar |
411,725
+377,761
| +1,112% | +USD 7.21 M | ﹤0.01% | 2446 |
|
|
2015
Q3 | USD 824 k | Vender |
33,964
-306,045
| -90% | -USD 8.22 M | ﹤0.01% | 4270 |
|
|
2015
Q2 | USD 9.6 M | Comprar |
340,009
+249,366
| +275% | +USD 7.48 M | ﹤0.01% | 2148 |
|
|
2015
Q1 | USD 2.49 M | Comprar |
90,643
+57,607
| +174% | +USD 1.76 M | ﹤0.01% | 3396 |
|
|
2014
Q4 | USD 1.2 M | Vender |
33,036
-5,079
| -13% | -USD 164 k | ﹤0.01% | 4000 |
|
|
2014
Q3 | USD 1.16 M | Vender |
38,115
-30,020
| -44% | -USD 807 k | ﹤0.01% | 3917 |
|
|
2014
Q2 | USD 1.95 M | Comprar |
68,135
+37,581
| +123% | +USD 1.06 M | ﹤0.01% | 3501 |
|
|
2014
Q1 | USD 813 k | Vender |
30,554
-61,323
| -67% | -USD 1.66 M | ﹤0.01% | 4170 |
|
|
2013
Q4 | USD 3.06 M | Vender |
91,877
-57,888
| -39% | -USD 2 M | ﹤0.01% | 3035 |
|
|
2013
Q3 | USD 5.71 M | Vender |
149,765
-45,431
| -23% | -USD 1.75 M | ﹤0.01% | 2288 |
|
|
2013
Q2 | USD 7.33 M | Comprar |
+195,196
| Nuevas | +USD 7.07 M | ﹤0.01% | 1965 |
|
Otros fondos que tienen UPBD en su cartera
Posición de Morgan Stanley en UPBD: resumen de T2 2026
Morgan Stanley aumentó su participación en Upbound Group (UPBD) en 34% durante T2 2026, al comprar aproximadamente USD 4.93 M y elevar la posición a 1,047,419 acciones con un valor de USD 22.2 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #3002.
Morgan Stanley reportó por primera vez una posición en UPBD en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 36.6 M en T2 2019. Al cierre de T2 2026, 258 fondos que sigue Wall St. Rank mantienen una posición en UPBD.
- Al cierre de T2 2026, Morgan Stanley tenía 1,047,419 acciones de Upbound Group con un valor de USD 22.2 M.
- Morgan Stanley compró 263,698 acciones de Upbound Group en T2 2026, por un monto estimado de USD 4.93 M.
- Upbound Group representó ﹤0.01% de la cartera de Morgan Stanley en T2 2026 y fue su posición número 3002.
- Morgan Stanley reportó por primera vez una posición en Upbound Group en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Morgan Stanley en Upbound Group alcanzó su máximo de USD 36.6 M en T2 2019.
- Al cierre de T2 2026, 258 fondos que sigue Wall St. Rank tenían Upbound Group en cartera.
Según el Informe 13F de Morgan Stanley correspondiente a T2 2026, presentado el 13 ago 2026.