Brandywine Global Investment Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-149,476	Closed	-$3.53M	–	661
2025 Q3	$3.53M	Sell	149,476 -5,621	-4%	-$139K	0.02%	423
2025 Q2	$3.89M	Sell	155,097 -6,000	-4%	-$140K	0.03%	413
2025 Q1	$3.86M	Sell	161,097 -6,300	-4%	-$173K	0.03%	401
2024 Q4	$4.88M	Buy	+167,397	New	+$5.2M	0.04%	365
2023 Q3	–	Sell	-107,681	Closed	-$3.35M	–	741
2023 Q2	$3.35M	Buy	107,681 +28,673	+36%	+$838K	0.03%	459
2023 Q1	$1.94M	Buy	79,008 +1,925	+2%	+$49.6K	0.02%	553
2022 Q4	$1.74M	Buy	+77,083	New	+$1.65M	0.01%	577
2022 Q1	–	Sell	-171,737	Closed	-$8.25M	–	747
2021 Q4	$8.25M	Hold	171,737	–	–	0.06%	303
2021 Q3	$9.65M	Sell	171,737 -13,752	-7%	-$810K	0.07%	257
2021 Q2	$9.84M	Sell	185,489 -7,056	-4%	-$410K	0.07%	279
2021 Q1	$11.1M	Sell	192,545 -9,399	-5%	-$492K	0.08%	262
2020 Q4	$7.73M	Sell	201,944 -676	-0.3%	-$23K	0.06%	298
2020 Q3	$6.06M	Sell	202,620 -8,772	-4%	-$259K	0.06%	281
2020 Q2	$5.88M	Sell	211,392 -2,622	-1%	-$58.3K	0.06%	286
2020 Q1	$3.03M	Buy	214,014 +37,294	+21%	+$898K	0.04%	379
2019 Q4	$5.03M	Buy	+176,720	New	+$4.62M	0.04%	397
2015 Q4	–	Sell	-240,538	Closed	-$5.83M	–	999
2015 Q3	$5.83M	Hold	240,538	–	–	0.04%	389
2015 Q2	$6.82M	Buy	240,538 +4,700	+2%	+$141K	0.04%	383
2015 Q1	$6.47M	Buy	+235,838	New	+$7.19M	0.04%	389
2014 Q4	–	Sell	-88,375	Closed	-$2.68M	–	1033
2014 Q3	$2.68M	Sell	88,375 -68,607	-44%	-$1.84M	0.02%	513
2014 Q2	$4.5M	Sell	156,982 -88,542	-36%	-$2.5M	0.04%	413
2014 Q1	$6.53M	Sell	245,524 -42,239	-15%	-$1.14M	0.06%	304
2013 Q4	$9.6M	Sell	287,763 -235,908	-45%	-$8.17M	0.09%	203
2013 Q3	$20M	Sell	523,671 -119,513	-19%	-$4.61M	0.2%	93
2013 Q2	$24.2M	Buy	+643,184	New	+$23.3M	0.25%	81