Connor, Clark & Lunn Investment Management (CC&L)’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 | $8.17M | Buy |
325,554
+213,030
| +189% | +$5.35M | 0.03% | 447 |
|
|
2025
Q1 | $2.7M | Buy |
112,524
+91,519
| +436% | +$2.19M | 0.01% | 656 |
|
|
2024
Q4 | $613K | Buy |
+21,005
| New | +$613K | ﹤0.01% | 1087 |
|
|
2024
Q3 | – | Sell |
-31,366
| Closed | -$963K | – | 1650 |
|
|
2024
Q2 | $963K | Buy |
31,366
+3,708
| +13% | +$114K | ﹤0.01% | 852 |
|
|
2024
Q1 | $974K | Buy |
27,658
+3,488
| +14% | +$123K | ﹤0.01% | 898 |
|
|
2023
Q4 | $821K | Buy |
+24,170
| New | +$821K | ﹤0.01% | 915 |
|
|
2020
Q4 | – | Sell |
-60,555
| Closed | -$1.81M | – | 1045 |
|
|
2020
Q3 | $1.81M | Sell |
60,555
-5,496
| -8% | -$164K | 0.01% | 502 |
|
|
2020
Q2 | $1.84M | Sell |
66,051
-13,003
| -16% | -$362K | 0.01% | 472 |
|
|
2020
Q1 | $1.12M | Sell |
79,054
-88,400
| -53% | -$1.25M | 0.01% | 541 |
|
|
2019
Q4 | $4.83M | Sell |
167,454
-10,147
| -6% | -$293K | 0.03% | 273 |
|
|
2019
Q3 | $4.58M | Buy |
177,601
+48,100
| +37% | +$1.24M | 0.03% | 280 |
|
|
2019
Q2 | $3.45M | Buy |
129,501
+45,975
| +55% | +$1.22M | 0.02% | 344 |
|
|
2019
Q1 | $1.74M | Sell |
83,526
-57,699
| -41% | -$1.2M | 0.01% | 439 |
|
|
2018
Q4 | $2.29M | Buy |
+141,225
| New | +$2.29M | 0.02% | 391 |
|
|
2017
Q2 | – | Sell |
-243,079
| Closed | -$2.16M | – | 954 |
|
|
2017
Q1 | $2.16M | Sell |
243,079
-409,729
| -63% | -$3.63M | 0.01% | 374 |
|
|
2016
Q4 | $7.34M | Sell |
652,808
-147,992
| -18% | -$1.66M | 0.05% | 198 |
|
|
2016
Q3 | $10.1M | Sell |
800,800
-43,650
| -5% | -$552K | 0.07% | 166 |
|
|
2016
Q2 | $10.4M | Buy |
844,450
+57,125
| +7% | +$702K | 0.08% | 160 |
|
|
2016
Q1 | $12.5M | Buy |
787,325
+288,225
| +58% | +$4.57M | 0.1% | 139 |
|
|
2015
Q4 | $7.47M | Buy |
499,100
+198,600
| +66% | +$2.97M | 0.06% | 170 |
|
|
2015
Q3 | $7.29M | Buy |
300,500
+213,200
| +244% | +$5.17M | 0.06% | 159 |
|
|
2015
Q2 | $2.48M | Buy |
87,300
+62,000
| +245% | +$1.76M | 0.02% | 209 |
|
|
2015
Q1 | $694K | Buy |
25,300
+6,200
| +32% | +$170K | 0.01% | 354 |
|
|
2014
Q4 | $694K | Buy |
+19,100
| New | +$694K | 0.01% | 345 |
|