FIM
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Freedom Investment Management’s Upbound Group UPBD Stock Holding History

Freedom Investment 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
2021
Q3 		– Sell
-7,172
Closed -$381K – 909
2021
Q2 		$381K Buy
7,172
+2,543
+55% +$148K 0.03% 626
2021
Q1 		$267K Buy
+4,629
New +$242K 0.02% 695
2019
Q3 		– Sell
-12,011
Closed -$320K – 737
2019
Q2 		$320K Buy
12,011
+1,751
+17% +$41.6K 0.03% 504
2019
Q1 		$214K Sell
10,260
-187
-2% -$3.45K 0.02% 616
2018
Q4 		$169K Sell
10,447
-1,499
-13% -$21.8K 0.01% 711
2018
Q3 		$176K Sell
11,946
-456
-4% -$6.7K 0.01% 860
2018
Q2 		$183K Sell
12,402
-1,598
-11% -$17.3K 0.01% 910
2018
Q1 		$121K Sell
14,000
-566
-4% -$5.43K 0.01% 1080
2017
Q4 		$162K Sell
14,566
-1,499
-9% -$16.4K 0.01% 1063
2017
Q3 		$184K Buy
+16,065
New +$199K 0.01% 1029
2015
Q4 		– Sell
-14,430
Closed -$75K – 802
2015
Q3 		$75K Buy
14,430
+2,456
+21% +$66K 0.01% 670
2015
Q2 		$339K Sell
11,974
-1,438
-11% -$43.2K 0.03% 448
2015
Q1 		$368K Sell
13,412
-744
-5% -$22.7K 0.04% 408
2014
Q4 		$514K Sell
14,156
-93
-0.7% -$3K 0.07% 280
2014
Q3 		$432K Sell
14,249
-1,200
-8% -$32.3K 0.08% 265
2014
Q2 		$443K Sell
15,449
-1,894
-11% -$53.6K 0.07% 263
2014
Q1 		$461K Buy
17,343
+4,345
+33% +$118K 0.1% 202
2013
Q4 		$433K Buy
+12,998
New +$450K 0.11% 186

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