Credit Suisse’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.81M | Sell |
51,466
-1,824
| -3% | -$60.9K | ﹤0.01% | 1920 |
|
|
2023
Q4 | $1.81M | Buy |
53,290
+4,031
| +8% | +$120K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $1.45M | Sell |
49,259
-3,695
| -7% | -$115K | ﹤0.01% | 2031 |
|
|
2023
Q2 | $1.65M | Sell |
52,954
-12,872
| -20% | -$376K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $1.61M | Buy |
65,826
+620
| +1% | +$16K | ﹤0.01% | 2006 |
|
|
2022
Q4 | $1.47M | Buy |
65,206
+11,001
| +20% | +$236K | ﹤0.01% | 2066 |
|
|
2022
Q3 | $950K | Sell |
54,205
-2,145
| -4% | -$53.4K | ﹤0.01% | 2371 |
|
|
2022
Q2 | $1.1M | Sell |
56,350
-2,910
| -5% | -$72.4K | ﹤0.01% | 2323 |
|
|
2022
Q1 | $1.49M | Buy |
59,260
+7,537
| +15% | +$272K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $2.48M | Sell |
51,723
-976
| -2% | -$48.8K | ﹤0.01% | 2619 |
|
|
2021
Q3 | $2.96M | Sell |
52,699
-969
| -2% | -$57K | ﹤0.01% | 2506 |
|
|
2021
Q2 | $2.85M | Sell |
53,668
-59,570
| -53% | -$3.46M | ﹤0.01% | 2553 |
|
|
2021
Q1 | $6.53M | Buy |
113,238
+49,729
| +78% | +$2.6M | ﹤0.01% | 1856 |
|
|
2020
Q4 | $2.43M | Buy |
63,509
+220
| +0.3% | +$7.47K | ﹤0.01% | 2672 |
|
|
2020
Q3 | $1.89M | Sell |
63,289
-2,659
| -4% | -$78.6K | ﹤0.01% | 2459 |
|
|
2020
Q2 | $1.83M | Sell |
65,948
-1,551
| -2% | -$34.5K | ﹤0.01% | 2445 |
|
|
2020
Q1 | $954K | Sell |
67,499
-4,942
| -7% | -$119K | ﹤0.01% | 2677 |
|
|
2019
Q4 | $2.09M | Buy |
72,441
+24,108
| +50% | +$630K | ﹤0.01% | 2567 |
|
|
2019
Q3 | $1.25M | Sell |
48,333
-45,485
| -48% | -$1.19M | ﹤0.01% | 2851 |
|
|
2019
Q2 | $2.5M | Sell |
93,818
-15,660
| -14% | -$372K | ﹤0.01% | 2287 |
|
|
2019
Q1 | $2.29M | Sell |
109,478
-13,646
| -11% | -$251K | ﹤0.01% | 2280 |
|
|
2018
Q4 | $1.99M | Sell |
123,124
-411,010
| -77% | -$5.97M | ﹤0.01% | 2243 |
|
|
2018
Q3 | $7.68M | Buy |
534,134
+146,949
| +38% | +$2.16M | 0.01% | 1424 |
|
|
2018
Q2 | $5.7M | Buy |
387,185
+198,842
| +106% | +$2.16M | 0.01% | 1643 |
|
|
2018
Q1 | $1.63M | Buy |
188,343
+98,286
| +109% | +$944K | ﹤0.01% | 2589 |
|
|
2017
Q4 | $1M | Sell |
90,057
-71,567
| -44% | -$784K | ﹤0.01% | 2995 |
|
|
2017
Q3 | $1.85M | Buy |
161,624
+124,539
| +336% | +$1.54M | ﹤0.01% | 2608 |
|
|
2017
Q2 | $435K | Sell |
37,085
-124,659
| -77% | -$1.41M | ﹤0.01% | 3241 |
|
|
2017
Q1 | $1.43M | Buy |
161,744
+8,035
| +5% | +$73.1K | ﹤0.01% | 2598 |
|
|
2016
Q4 | $1.73M | Buy |
153,709
+86,013
| +127% | +$958K | ﹤0.01% | 2548 |
|
|
2016
Q3 | $856K | Buy |
67,696
+6,513
| +11% | +$81.5K | ﹤0.01% | 3080 |
|
|
2016
Q2 | $752K | Buy |
61,183
+24,846
| +68% | +$334K | ﹤0.01% | 3161 |
|
|
2016
Q1 | $576K | Sell |
36,337
-114,627
| -76% | -$1.53M | ﹤0.01% | 3148 |
|
|
2015
Q4 | $2.26M | Buy |
150,964
+86,225
| +133% | +$1.65M | ﹤0.01% | 2192 |
|
|
2015
Q3 | $1.57M | Sell |
64,739
-27,268
| -30% | -$732K | ﹤0.01% | 2441 |
|
|
2015
Q2 | $2.61M | Buy |
92,007
+29,014
| +46% | +$871K | ﹤0.01% | 2331 |
|
|
2015
Q1 | $1.73M | Buy |
62,993
+9,971
| +19% | +$304K | ﹤0.01% | 2515 |
|
|
2014
Q4 | $1.93M | Buy |
53,022
+4,159
| +9% | +$134K | ﹤0.01% | 2566 |
|
|
2014
Q3 | $1.48M | Sell |
48,863
-47,656
| -49% | -$1.28M | ﹤0.01% | 2719 |
|
|
2014
Q2 | $2.77M | Sell |
96,519
-6,354
| -6% | -$180K | ﹤0.01% | 2443 |
|
|
2014
Q1 | $2.74M | Sell |
102,873
-42,692
| -29% | -$1.16M | ﹤0.01% | 2275 |
|
|
2013
Q4 | $4.85M | Buy |
145,565
+44,690
| +44% | +$1.55M | ﹤0.01% | 1868 |
|
|
2013
Q3 | $3.85M | Buy |
100,875
+20,062
| +25% | +$773K | ﹤0.01% | 1858 |
|
|
2013
Q2 | $3.03M | Buy |
+80,813
| New | +$2.93M | ﹤0.01% | 1963 |
|
Other funds holding UPBD
IC
EC
Credit Suisse's UPBD Position: Q1 2024 in Review
Credit Suisse reduced its Upbound Group (UPBD) stake by 3.4% in Q1 2024, selling an estimated $60.9K and leaving 51,466 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1920.
Credit Suisse first reported a position in UPBD in Q2 2013 and has held it in 44 quarters since. The position peaked at $7.68M in Q3 2018. 243 funds tracked by Wall St. Rank hold UPBD as of Q1 2024.
- Credit Suisse held 51,466 shares of Upbound Group worth $1.81M as of Q1 2024.
- Credit Suisse sold 1,824 Upbound Group shares in Q1 2024, an estimated $60.9K.
- Upbound Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1920 holding.
- Credit Suisse first reported a position in Upbound Group in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Upbound Group position peaked at $7.68M in Q3 2018.
- 243 funds tracked by Wall St. Rank held Upbound Group as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.