Jacobs Levy Equity Management’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 | – | Sell |
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|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $3.06M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $8.78M | Sell |
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|
2021
Q1 | $18.9M | Sell |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $14.9M | Buy |
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|
2020
Q2 | $13.8M | Buy |
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|
2020
Q1 | $6.09M | Buy |
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|
2019
Q4 | $11.9M | Buy |
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|
2019
Q3 | $9.27M | Buy |
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|
2019
Q2 | $7.11M | Buy |
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|
2019
Q1 | $5.37M | Buy |
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|
2018
Q4 | $317K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.71M | Buy |
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|
2017
Q2 | $2.9M | Sell |
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|
2017
Q1 | $2.55M | Buy |
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|
2016
Q4 | $1.89M | Buy |
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|
2016
Q3 | $1.22M | Hold |
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|
2016
Q2 | $1.18M | Buy |
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