Boston Partners’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,398
| Closed | -$424K | – | 783 |
|
|
2023
Q3 | $424K | Buy |
+14,398
| New | +$424K | ﹤0.01% | 656 |
|
|
2016
Q2 | – | Sell |
-26,949
| Closed | -$427K | – | 754 |
|
|
2016
Q1 | $427K | Sell |
26,949
-672,307
| -96% | -$10.7M | ﹤0.01% | 693 |
|
|
2015
Q4 | $10.5M | Buy |
699,256
+33,880
| +5% | +$507K | 0.02% | 381 |
|
|
2015
Q3 | $16.1M | Buy |
665,376
+11,751
| +2% | +$285K | 0.02% | 326 |
|
|
2015
Q2 | $18.5M | Buy |
653,625
+82,128
| +14% | +$2.33M | 0.03% | 318 |
|
|
2015
Q1 | $15.7M | Sell |
571,497
-26,772
| -4% | -$735K | 0.02% | 343 |
|
|
2014
Q4 | $21.7M | Sell |
598,269
-29,041
| -5% | -$1.05M | 0.03% | 290 |
|
|
2014
Q3 | $19M | Buy |
627,310
+17,888
| +3% | +$543K | 0.03% | 289 |
|
|
2014
Q2 | $17.5M | Sell |
609,422
-1,894
| -0.3% | -$54.3K | 0.03% | 305 |
|
|
2014
Q1 | $16.3M | Buy |
611,316
+1,085
| +0.2% | +$28.9K | 0.03% | 323 |
|
|
2013
Q4 | $20.3M | Sell |
610,231
-11,667
| -2% | -$389K | 0.04% | 279 |
|
|
2013
Q3 | $23.7M | Sell |
621,898
-7,027
| -1% | -$268K | 0.06% | 243 |
|
|
2013
Q2 | $23.6M | Buy |
+628,925
| New | +$23.6M | 0.07% | 216 |
|