Jim Simons’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
9,000
-55,600
| -86% | -$1.4M | ﹤0.01% | 3137 |
|
|
2025
Q1 | $1.55M | Sell |
64,600
-16,600
| -20% | -$398K | ﹤0.01% | 2145 |
|
|
2024
Q4 | $2.37M | Buy |
81,200
+69,888
| +618% | +$2.04M | ﹤0.01% | 1946 |
|
|
2024
Q3 | $362K | Sell |
11,312
-11,700
| -51% | -$374K | ﹤0.01% | 2908 |
|
|
2024
Q2 | $706K | Sell |
23,012
-9,400
| -29% | -$289K | ﹤0.01% | 2519 |
|
|
2024
Q1 | $1.14M | Sell |
32,412
-8,100
| -20% | -$285K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $1.38M | Sell |
40,512
-6,700
| -14% | -$228K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $1.39M | Sell |
47,212
-8,300
| -15% | -$244K | ﹤0.01% | 2090 |
|
|
2023
Q2 | $1.73M | Sell |
55,512
-7,200
| -11% | -$224K | ﹤0.01% | 2090 |
|
|
2023
Q1 | $1.54M | Sell |
62,712
-95,500
| -60% | -$2.34M | ﹤0.01% | 2196 |
|
|
2022
Q4 | $3.57M | Sell |
158,212
-60,200
| -28% | -$1.36M | ﹤0.01% | 1713 |
|
|
2022
Q3 | $3.82M | Buy |
218,412
+95,513
| +78% | +$1.67M | 0.01% | 1603 |
|
|
2022
Q2 | $2.39M | Sell |
122,899
-421,600
| -77% | -$8.2M | ﹤0.01% | 2059 |
|
|
2022
Q1 | $13.7M | Sell |
544,499
-287,800
| -35% | -$7.25M | 0.02% | 948 |
|
|
2021
Q4 | $40M | Sell |
832,299
-391,337
| -32% | -$18.8M | 0.05% | 398 |
|
|
2021
Q3 | $68.8M | Sell |
1,223,636
-410,100
| -25% | -$23.1M | 0.09% | 239 |
|
|
2021
Q2 | $86.7M | Sell |
1,633,736
-558,800
| -25% | -$29.7M | 0.11% | 182 |
|
|
2021
Q1 | $126M | Sell |
2,192,536
-522,800
| -19% | -$30.1M | 0.16% | 127 |
|
|
2020
Q4 | $104M | Sell |
2,715,336
-439,888
| -14% | -$16.8M | 0.11% | 183 |
|
|
2020
Q3 | $94.3M | Sell |
3,155,224
-460,000
| -13% | -$13.7M | 0.09% | 225 |
|
|
2020
Q2 | $101M | Sell |
3,615,224
-571,900
| -14% | -$15.9M | 0.09% | 243 |
|
|
2020
Q1 | $59.2M | Sell |
4,187,124
-199,600
| -5% | -$2.82M | 0.06% | 336 |
|
|
2019
Q4 | $127M | Sell |
4,386,724
-51,900
| -1% | -$1.5M | 0.1% | 221 |
|
|
2019
Q3 | $114M | Buy |
4,438,624
+315,100
| +8% | +$8.13M | 0.1% | 236 |
|
|
2019
Q2 | $110M | Buy |
4,123,524
+1,932,000
| +88% | +$51.4M | 0.1% | 242 |
|
|
2019
Q1 | $45.7M | Buy |
+2,191,524
| New | +$45.7M | 0.04% | 558 |
|
|
2018
Q3 | – | Sell |
-506,529
| Closed | -$7.46M | – | 3574 |
|
|
2018
Q2 | $7.46M | Buy |
+506,529
| New | +$7.46M | 0.01% | 1532 |
|
|
2017
Q4 | – | Sell |
-106,310
| Closed | -$1.22M | – | 3510 |
|
|
2017
Q3 | $1.22M | Sell |
106,310
-5,800
| -5% | -$66.6K | ﹤0.01% | 2500 |
|
|
2017
Q2 | $1.31M | Buy |
+112,110
| New | +$1.31M | ﹤0.01% | 2470 |
|
|
2017
Q1 | – | Sell |
-492,210
| Closed | -$5.54M | – | 3422 |
|
|
2016
Q4 | $5.54M | Buy |
492,210
+54,700
| +13% | +$615K | 0.01% | 1591 |
|
|
2016
Q3 | $5.53M | Buy |
437,510
+150,694
| +53% | +$1.9M | 0.01% | 1534 |
|
|
2016
Q2 | $3.52M | Sell |
286,816
-521,394
| -65% | -$6.4M | 0.01% | 1844 |
|
|
2016
Q1 | $12.8M | Buy |
808,210
+377,200
| +88% | +$5.98M | 0.02% | 964 |
|
|
2015
Q4 | $6.45M | Buy |
431,010
+42,900
| +11% | +$642K | 0.01% | 1295 |
|
|
2015
Q3 | $9.41M | Buy |
388,110
+186,000
| +92% | +$4.51M | 0.02% | 980 |
|
|
2015
Q2 | $5.73M | Buy |
+202,110
| New | +$5.73M | 0.01% | 1351 |
|
|
2014
Q1 | – | Sell |
-103,610
| Closed | -$3.45M | – | 3025 |
|
|
2013
Q4 | $3.45M | Buy |
+103,610
| New | +$3.45M | 0.01% | 1426 |
|