Dimensional Fund Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.2M | Buy |
2,394,770
+327,203
| +16% | +$6.38M | 0.01% | 1577 |
|
|
2025
Q4 | $36.3M | Sell |
2,067,567
-73,187
| -3% | -$1.42M | 0.01% | 1679 |
|
|
2025
Q3 | $50.6M | Sell |
2,140,754
-29,309
| -1% | -$724K | 0.01% | 1516 |
|
|
2025
Q2 | $54.5M | Sell |
2,170,063
-40,947
| -2% | -$957K | 0.01% | 1452 |
|
|
2025
Q1 | $53M | Sell |
2,211,010
-117,219
| -5% | -$3.22M | 0.01% | 1439 |
|
|
2024
Q4 | $67.9M | Buy |
2,328,229
+92,766
| +4% | +$2.88M | 0.02% | 1330 |
|
|
2024
Q3 | $71.5M | Buy |
2,235,463
+62,086
| +3% | +$2M | 0.02% | 1274 |
|
|
2024
Q2 | $66.7M | Sell |
2,173,377
-13,191
| -0.6% | -$421K | 0.02% | 1259 |
|
|
2024
Q1 | $77M | Buy |
2,186,568
+38,237
| +2% | +$1.28M | 0.02% | 1152 |
|
|
2023
Q4 | $73M | Buy |
2,148,331
+62,832
| +3% | +$1.87M | 0.02% | 1158 |
|
|
2023
Q3 | $61.4M | Buy |
2,085,499
+146,591
| +8% | +$4.57M | 0.02% | 1205 |
|
|
2023
Q2 | $60.4M | Buy |
1,938,908
+135,974
| +8% | +$3.97M | 0.02% | 1223 |
|
|
2023
Q1 | $44.2M | Buy |
1,802,934
+351,761
| +24% | +$9.06M | 0.01% | 1423 |
|
|
2022
Q4 | $32.7K | Buy |
1,451,173
+215,377
| +17% | +$4.61M | 0.01% | 1595 |
|
|
2022
Q3 | $21.7M | Buy |
1,235,796
+67,142
| +6% | +$1.67M | 0.01% | 1779 |
|
|
2022
Q2 | $22.7M | Buy |
1,168,654
+948
| +0.1% | +$23.6K | 0.01% | 1784 |
|
|
2022
Q1 | $29.4M | Sell |
1,167,706
-48,787
| -4% | -$1.76M | 0.01% | 1761 |
|
|
2021
Q4 | $58.4M | Buy |
1,216,493
+11,141
| +0.9% | +$557K | 0.02% | 1306 |
|
|
2021
Q3 | $67.8M | Sell |
1,205,352
-64,448
| -5% | -$3.79M | 0.02% | 1158 |
|
|
2021
Q2 | $67.4M | Sell |
1,269,800
-28,968
| -2% | -$1.68M | 0.02% | 1186 |
|
|
2021
Q1 | $74.9M | Sell |
1,298,768
-78,644
| -6% | -$4.11M | 0.02% | 1077 |
|
|
2020
Q4 | $52.7M | Sell |
1,377,412
-4,718
| -0.3% | -$160K | 0.02% | 1324 |
|
|
2020
Q3 | $41.3M | Sell |
1,382,130
-24,481
| -2% | -$724K | 0.02% | 1352 |
|
|
2020
Q2 | $39.1M | Buy |
1,406,611
+164,032
| +13% | +$3.64M | 0.02% | 1407 |
|
|
2020
Q1 | $17.6M | Buy |
1,242,579
+25,649
| +2% | +$617K | 0.01% | 1837 |
|
|
2019
Q4 | $35.1M | Buy |
1,216,930
+147,860
| +14% | +$3.86M | 0.01% | 1722 |
|
|
2019
Q3 | $27.6M | Buy |
1,069,070
+174,773
| +20% | +$4.59M | 0.01% | 1831 |
|
|
2019
Q2 | $23.8M | Hold |
894,297
| – | – | 0.01% | 1947 |
|
|
2019
Q1 | $18.7M | Sell |
894,297
-10,989
| -1% | -$203K | 0.01% | 2100 |
|
|
2018
Q4 | $14.7M | Sell |
905,286
-13,791
| -2% | -$200K | 0.01% | 2154 |
|
|
2018
Q3 | $13.2M | Sell |
919,077
-1,904
| -0.2% | -$28K | 0.01% | 2320 |
|
|
2018
Q2 | $13.6M | Sell |
920,981
-6,285
| -0.7% | -$68.1K | 0.01% | 2285 |
|
|
2018
Q1 | $8M | Sell |
927,266
-66,369
| -7% | -$637K | ﹤0.01% | 2456 |
|
|
2017
Q4 | $11M | Sell |
993,635
-5,922
| -0.6% | -$64.8K | ﹤0.01% | 2338 |
|
|
2017
Q3 | $11.5M | Sell |
999,557
-372,838
| -27% | -$4.61M | 0.01% | 2315 |
|
|
2017
Q2 | $16.1M | Sell |
1,372,395
-903,666
| -40% | -$10.2M | 0.01% | 2139 |
|
|
2017
Q1 | $20.2M | Buy |
2,276,061
+23,437
| +1% | +$213K | 0.01% | 1990 |
|
|
2016
Q4 | $25.3M | Sell |
2,252,624
-814,760
| -27% | -$9.07M | 0.01% | 1799 |
|
|
2016
Q3 | $38.8M | Sell |
3,067,384
-663,416
| -18% | -$8.3M | 0.02% | 1314 |
|
|
2016
Q2 | $45.8M | Sell |
3,730,800
-756,472
| -17% | -$10.2M | 0.03% | 1067 |
|
|
2016
Q1 | $71.1M | Buy |
4,487,272
+12,565
| +0.3% | +$168K | 0.04% | 588 |
|
|
2015
Q4 | $67M | Sell |
4,474,707
-29,777
| -0.7% | -$569K | 0.04% | 606 |
|
|
2015
Q3 | $109M | Sell |
4,504,484
-1,112
| -0% | -$29.9K | 0.07% | 298 |
|
|
2015
Q2 | $128M | Buy |
4,505,596
+16,941
| +0.4% | +$508K | 0.08% | 263 |
|
|
2015
Q1 | $123M | Buy |
4,488,655
+26,293
| +0.6% | +$801K | 0.08% | 268 |
|
|
2014
Q4 | $162M | Sell |
4,462,362
-18,966
| -0.4% | -$611K | 0.11% | 169 |
|
|
2014
Q3 | $136M | Buy |
4,481,328
+48,016
| +1% | +$1.29M | 0.1% | 186 |
|
|
2014
Q2 | $127M | Buy |
4,433,312
+110,359
| +3% | +$3.12M | 0.09% | 222 |
|
|
2014
Q1 | $115M | Sell |
4,322,953
-177,180
| -4% | -$4.8M | 0.09% | 221 |
|
|
2013
Q4 | $150M | Buy |
4,500,133
+61,377
| +1% | +$2.12M | 0.12% | 145 |
|
|
2013
Q3 | $169M | Buy |
4,438,756
+201,817
| +5% | +$7.78M | 0.15% | 104 |
|
|
2013
Q2 | $159M | Buy |
+4,236,939
| New | +$153M | 0.15% | 103 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
