Jupiter Investment 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
2020 Q2	$8.73M	Sell	313,827 -74,121	-19%	-$1.65M	0.14%	153
2020 Q1	$5.49M	Sell	387,948 -107,963	-22%	-$2.6M	0.11%	153
2019 Q4	$14.3M	Buy	495,911 +462,527	+1,385%	+$12.1M	0.2%	134
2019 Q3	$860K	Sell	33,384 -1,636	-5%	-$43K	0.01%	359
2019 Q2	$932K	Sell	35,020 -275,462	-89%	-$6.55M	0.01%	251
2019 Q1	$6.48M	Buy	+310,482	New	+$5.72M	0.06%	166
2017 Q1	–	Sell	-41,525	Closed	-$467K	–	478
2016 Q4	$467K	Sell	41,525 -505,808	-92%	-$5.63M	0.01%	263
2016 Q3	$6.92M	Sell	547,333 -97,212	-15%	-$1.22M	0.12%	133
2016 Q2	$7.92M	Buy	644,545 +313,642	+95%	+$4.22M	0.15%	142
2016 Q1	$5.24M	Buy	+330,903	New	+$4.41M	0.11%	172