Ensign Peak Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,850
| Closed | -$313K | – | 2205 |
|
|
2022
Q3 | $313K | Sell |
17,850
-4,050
| -18% | -$71K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $426K | Hold |
21,900
| – | – | ﹤0.01% | 1534 |
|
|
2022
Q1 | $552K | Hold |
21,900
| – | – | ﹤0.01% | 1507 |
|
|
2021
Q4 | $1.05M | Sell |
21,900
-25,200
| -54% | -$1.21M | ﹤0.01% | 1252 |
|
|
2021
Q3 | $2.65M | Buy |
47,100
+3,600
| +8% | +$202K | 0.01% | 953 |
|
|
2021
Q2 | $2.31M | Hold |
43,500
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q1 | $2.51M | Hold |
43,500
| – | – | 0.01% | 989 |
|
|
2020
Q4 | $1.67M | Hold |
43,500
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q3 | $1.3M | Hold |
43,500
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q2 | $1.21M | Hold |
43,500
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q1 | $615K | Hold |
43,500
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q4 | $1.26M | Buy |
+43,500
| New | +$1.26M | ﹤0.01% | 1246 |
|