Fisher Asset Management
UPBD icon

Fisher Asset Management’s Upbound Group UPBD Stock Holding History

Fisher Asset Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-160,346
Closed -$5.65M – 1055
2024
Q1 		$5.65M Buy
160,346
+9,284
+6% +$310K ﹤0.01% 495
2023
Q4 		$5.13M Sell
151,062
-21,279
-12% -$634K ﹤0.01% 491
2023
Q3 		$5.08M Buy
172,341
+14,829
+9% +$462K ﹤0.01% 523
2023
Q2 		$4.9M Buy
157,512
+371
+0.2% +$10.8K ﹤0.01% 547
2023
Q1 		$3.85M Buy
157,141
+13,118
+9% +$338K ﹤0.01% 576
2022
Q4 		$3.25M Buy
144,023
+96,056
+200% +$2.06M ﹤0.01% 580
2022
Q3 		$840K Buy
+47,967
New +$1.19M ﹤0.01% 700

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