Bessemer Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4K | Hold |
259
| – | – | ﹤0.01% | 2287 |
|
|
2025
Q4 | $4K | Sell |
259
-116
| -31% | -$2.24K | ﹤0.01% | 2307 |
|
|
2025
Q3 | $9K | Buy |
375
+99
| +36% | +$2.44K | ﹤0.01% | 1999 |
|
|
2025
Q2 | $7K | Sell |
276
-54
| -16% | -$1.26K | ﹤0.01% | 1943 |
|
|
2025
Q1 | $8K | Buy |
330
+245
| +288% | +$6.73K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 2278 |
|
|
2024
Q3 | $3K | Buy |
+85
| New | +$2.73K | ﹤0.01% | 2136 |
|
|
2023
Q4 | – | Sell |
-85
| Closed | -$3K | – | 2290 |
|
|
2023
Q3 | $3K | Buy |
85
+44
| +107% | +$1.37K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $1K | Buy |
+41
| New | +$1.2K | ﹤0.01% | 2236 |
|
|
2020
Q3 | – | Sell |
-130,778
| Closed | -$3.64M | – | 1674 |
|
|
2020
Q2 | $3.64M | Buy |
130,778
+178
| +0.1% | +$3.96K | 0.01% | 342 |
|
|
2020
Q1 | $1.85M | Buy |
130,600
+986
| +0.8% | +$23.7K | 0.01% | 453 |
|
|
2019
Q4 | $3.74M | Buy |
129,614
+2,900
| +2% | +$75.8K | 0.01% | 400 |
|
|
2019
Q3 | $3.27M | Buy |
126,714
+1,514
| +1% | +$39.8K | 0.01% | 395 |
|
|
2019
Q2 | $3.33M | Hold |
125,200
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $2.61M | Buy |
+125,200
| New | +$2.31M | 0.01% | 391 |
|
|
2016
Q1 | – | Sell |
-160,000
| Closed | -$2.4M | – | 1658 |
|
|
2015
Q4 | $2.4M | Buy |
160,000
+159,975
| +639,900% | +$3.06M | 0.01% | 395 |
|
|
2015
Q3 | $1K | Buy |
+25
| New | +$671 | ﹤0.01% | 1558 |
|
|
2015
Q2 | – | Sell |
-205,098
| Closed | -$5.63M | – | 1590 |
|
|
2015
Q1 | $5.63M | Buy |
+205,098
| New | +$6.25M | 0.03% | 237 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
