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