Brandywine Global Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
155,097
-6,000
| -4% | -$151K | 0.03% | 413 |
|
|
2025
Q1 | $3.86M | Sell |
161,097
-6,300
| -4% | -$151K | 0.03% | 401 |
|
|
2024
Q4 | $4.88M | Buy |
+167,397
| New | +$4.88M | 0.04% | 365 |
|
|
2023
Q3 | – | Sell |
-107,681
| Closed | -$3.35M | – | 741 |
|
|
2023
Q2 | $3.35M | Buy |
107,681
+28,673
| +36% | +$893K | 0.03% | 459 |
|
|
2023
Q1 | $1.94M | Buy |
79,008
+1,925
| +2% | +$47.2K | 0.02% | 553 |
|
|
2022
Q4 | $1.74M | Buy |
+77,083
| New | +$1.74M | 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% | -$773K | 0.07% | 257 |
|
|
2021
Q2 | $9.84M | Sell |
185,489
-7,056
| -4% | -$374K | 0.07% | 279 |
|
|
2021
Q1 | $11.1M | Sell |
192,545
-9,399
| -5% | -$542K | 0.08% | 262 |
|
|
2020
Q4 | $7.73M | Sell |
201,944
-676
| -0.3% | -$25.9K | 0.06% | 298 |
|
|
2020
Q3 | $6.06M | Sell |
202,620
-8,772
| -4% | -$262K | 0.06% | 281 |
|
|
2020
Q2 | $5.88M | Sell |
211,392
-2,622
| -1% | -$72.9K | 0.06% | 286 |
|
|
2020
Q1 | $3.03M | Buy |
214,014
+37,294
| +21% | +$527K | 0.04% | 379 |
|
|
2019
Q4 | $5.03M | Buy |
+176,720
| New | +$5.03M | 0.04% | 397 |
|
|
2015
Q4 | – | Sell |
-240,538
| Closed | -$5.83M | – | 997 |
|
|
2015
Q3 | $5.83M | Hold |
240,538
| – | – | 0.04% | 389 |
|
|
2015
Q2 | $6.82M | Buy |
240,538
+4,700
| +2% | +$133K | 0.04% | 383 |
|
|
2015
Q1 | $6.47M | Buy |
+235,838
| New | +$6.47M | 0.04% | 389 |
|
|
2014
Q4 | – | Sell |
-88,375
| Closed | -$2.68M | – | 1032 |
|
|
2014
Q3 | $2.68M | Sell |
88,375
-68,607
| -44% | -$2.08M | 0.02% | 513 |
|
|
2014
Q2 | $4.5M | Sell |
156,982
-88,542
| -36% | -$2.54M | 0.04% | 413 |
|
|
2014
Q1 | $6.53M | Sell |
245,524
-42,239
| -15% | -$1.12M | 0.06% | 304 |
|
|
2013
Q4 | $9.6M | Sell |
287,763
-235,908
| -45% | -$7.87M | 0.09% | 203 |
|
|
2013
Q3 | $20M | Sell |
523,671
-119,513
| -19% | -$4.55M | 0.2% | 93 |
|
|
2013
Q2 | $24.2M | Buy |
+643,184
| New | +$24.2M | 0.25% | 81 |
|