ClariVest Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $956K | Hold |
31,132
| – | – | 0.1% | 272 |
|
|
2024
Q2 | $956K | Buy |
31,132
+227
| +0.7% | +$6.97K | 0.1% | 272 |
|
|
2024
Q1 | $1.09M | Buy |
30,905
+30,821
| +36,692% | +$1.09M | 0.11% | 256 |
|
|
2023
Q4 | $2.85K | Hold |
84
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $2K | Sell |
84
-4
| -5% | -$95 | ﹤0.01% | 590 |
|
|
2022
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 570 |
|
|
2022
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $2K | Sell |
88
-10,451
| -99% | -$238K | ﹤0.01% | 568 |
|
|
2022
Q1 | $266K | Hold |
10,539
| – | – | 0.01% | 445 |
|
|
2021
Q4 | $507K | Hold |
10,539
| – | – | 0.02% | 432 |
|
|
2021
Q3 | $593K | Hold |
10,539
| – | – | 0.02% | 415 |
|
|
2021
Q2 | $559K | Sell |
10,539
-95
| -0.9% | -$5.04K | 0.02% | 419 |
|
|
2021
Q1 | $613K | Sell |
10,634
-2,990
| -22% | -$172K | 0.02% | 381 |
|
|
2020
Q4 | $521K | Buy |
13,624
+13,171
| +2,908% | +$504K | 0.02% | 372 |
|
|
2020
Q3 | $13K | Hold |
453
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $13K | Buy |
453
+182
| +67% | +$5.22K | ﹤0.01% | 546 |
|
|
2020
Q1 | $4K | Hold |
271
| – | – | ﹤0.01% | 592 |
|
|
2019
Q4 | $8K | Hold |
271
| – | – | ﹤0.01% | 508 |
|
|
2019
Q3 | $7K | Buy |
+271
| New | +$7K | ﹤0.01% | 551 |
|
|
2016
Q4 | – | Sell |
-1,700
| Closed | -$21K | – | 725 |
|
|
2016
Q3 | $21K | Sell |
1,700
-6,800
| -80% | -$84K | ﹤0.01% | 601 |
|
|
2016
Q2 | $105K | Buy |
+8,500
| New | +$105K | ﹤0.01% | 519 |
|