Lazard Asset Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
6,927
+472
| +7% | +$11.8K | ﹤0.01% | 1736 |
|
|
2025
Q1 | $153K | Buy |
6,455
+4,565
| +242% | +$108K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $53K | Sell |
1,890
-418
| -18% | -$11.7K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $72K | Sell |
2,308
-14,813
| -87% | -$462K | ﹤0.01% | 1852 |
|
|
2024
Q2 | $524K | Buy |
17,121
+11,243
| +191% | +$344K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $206K | Buy |
5,878
+4,796
| +443% | +$168K | ﹤0.01% | 1283 |
|
|
2023
Q4 | $36K | Hold |
1,082
| – | – | ﹤0.01% | 1980 |
|
|
2023
Q3 | $31K | Buy |
1,082
+585
| +118% | +$16.8K | ﹤0.01% | 2017 |
|
|
2023
Q2 | $15K | Buy |
+497
| New | +$15K | ﹤0.01% | 2158 |
|
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$49K | – | 2548 |
|
|
2021
Q4 | $49K | Sell |
1,025
-20,511
| -95% | -$981K | ﹤0.01% | 1751 |
|
|
2021
Q3 | $1.21M | Buy |
+21,536
| New | +$1.21M | ﹤0.01% | 1032 |
|
|
2021
Q2 | – | Sell |
-3,942
| Closed | -$227K | – | 2081 |
|
|
2021
Q1 | $227K | Buy |
3,942
+2,096
| +114% | +$121K | ﹤0.01% | 1084 |
|
|
2020
Q4 | $70K | Buy |
1,846
+174
| +10% | +$6.6K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $49K | Buy |
+1,672
| New | +$49K | ﹤0.01% | 1194 |
|
|
2020
Q2 | – | Sell |
-109,838
| Closed | -$1.55M | – | 1791 |
|
|
2020
Q1 | $1.55M | Sell |
109,838
-20,980
| -16% | -$297K | ﹤0.01% | 692 |
|
|
2019
Q4 | $3.77M | Buy |
130,818
+27,412
| +27% | +$790K | 0.01% | 604 |
|
|
2019
Q3 | $2.67M | Sell |
103,406
-2,184
| -2% | -$56.3K | ﹤0.01% | 630 |
|
|
2019
Q2 | $2.81M | Buy |
105,590
+39,450
| +60% | +$1.05M | ﹤0.01% | 700 |
|
|
2019
Q1 | $1.38M | Buy |
+66,140
| New | +$1.38M | ﹤0.01% | 802 |
|
|
2016
Q3 | – | Sell |
-65,100
| Closed | -$799K | – | 1050 |
|
|
2016
Q2 | $799K | Buy |
+65,100
| New | +$799K | ﹤0.01% | 708 |
|