Fidelity Investments’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116M | Buy |
|
|||||
|
2025
Q2 | $116M | Sell |
|
|||||
|
2025
Q1 | $112M | Buy |
|
|||||
|
2024
Q4 | $124M | Sell |
|
|||||
|
2024
Q3 | $138M | Sell |
|
|||||
|
2024
Q2 | $177M | Buy |
|
|||||
|
2024
Q1 | $199M | Sell |
|
|||||
|
2023
Q4 | $233M | Buy |
|
|||||
|
2023
Q3 | $182M | Sell |
|
|||||
|
2023
Q2 | $231M | Sell |
|
|||||
|
2023
Q1 | $205M | Buy |
|
|||||
|
2022
Q4 | $188M | Sell |
|
|||||
|
2022
Q3 | $154M | Buy |
|
|||||
|
2022
Q2 | $153M | Buy |
|
|||||
|
2022
Q1 | $147M | Buy |
|
|||||
|
2021
Q4 | $195M | Buy |
|
|||||
|
2021
Q3 | $201M | Buy |
|
|||||
|
2021
Q2 | $124M | Buy |
|
|||||
|
2021
Q1 | $105M | Buy |
|
|||||
|
2020
Q4 | $22.9M | Buy |
|
|||||
|
2020
Q3 | $10.1M | Buy |
|
|||||
|
2020
Q2 | $6.34M | Buy |
|
|||||
|
2020
Q1 | $462K | Buy |
|
|||||
|
2019
Q4 | $915K | Buy |
|
|||||
|
2019
Q3 | $11K | Sell |
|
|||||
|
2019
Q2 | $13K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $0 | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $10.7M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $27.6M | Sell |
|
|||||
|
2016
Q1 | $46.4M | Sell |
|
|||||
|
2015
Q4 | $109M | Buy |
|
|||||
|
2015
Q3 | $133M | Hold |
|
|||||
|
2015
Q2 | $156M | Sell |
|
|||||
|
2015
Q1 | $169M | Sell |
|
|||||
|
2014
Q4 | $286M | Sell |
|
|||||
|
2014
Q3 | $253M | Sell |
|
|||||
|
2014
Q2 | $240M | Buy |
|
|||||
|
2014
Q1 | $223M | Sell |
|
|||||
|
2013
Q4 | $289M | Sell |
|
|||||
|
2013
Q3 | $330M | Sell |
|
|||||
|
2013
Q2 | $326M | Buy |
|