Jupiter Investment Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $8.73M | Sell |
313,827
-74,121
| -19% | -$2.06M | 0.14% | 153 |
|
2020
Q1 | $5.49M | Sell |
387,948
-107,963
| -22% | -$1.53M | 0.11% | 153 |
|
2019
Q4 | $14.3M | Buy |
495,911
+462,527
| +1,385% | +$13.3M | 0.2% | 134 |
|
2019
Q3 | $860K | Sell |
33,384
-1,636
| -5% | -$42.1K | 0.01% | 359 |
|
2019
Q2 | $932K | Sell |
35,020
-275,462
| -89% | -$7.33M | 0.01% | 250 |
|
2019
Q1 | $6.48M | Buy |
+310,482
| New | +$6.48M | 0.06% | 166 |
|
2017
Q1 | – | Sell |
-41,525
| Closed | -$467K | – | 478 |
|
2016
Q4 | $467K | Sell |
41,525
-505,808
| -92% | -$5.69M | 0.01% | 263 |
|
2016
Q3 | $6.92M | Sell |
547,333
-97,212
| -15% | -$1.23M | 0.12% | 133 |
|
2016
Q2 | $7.92M | Buy |
644,545
+313,642
| +95% | +$3.85M | 0.15% | 142 |
|
2016
Q1 | $5.24M | Buy |
+330,903
| New | +$5.24M | 0.11% | 172 |
|