Cerity Partners
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Cerity Partners’s Upbound Group UPBD Stock Holding History

Cerity Partners’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$291K Buy
+11,604
New +$291K ﹤0.01% 2160
2023
Q2 		– Sell
-543
Closed -$757K – 1950
2023
Q1 		$757K Buy
+543
New +$757K ﹤0.01% 1104