Lombard Odier Asset Management (USA)’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,513
| Closed | -$261K | – | 317 |
|
|
2024
Q2 | $261K | Buy |
+8,513
| New | +$261K | 0.02% | 149 |
|
|
2019
Q2 | – | Sell |
-130,000
| Closed | -$2.71M | – | 249 |
|
|
2019
Q1 | $2.71M | Sell |
130,000
-270,000
| -68% | -$5.63M | 0.22% | 66 |
|
|
2018
Q4 | $6.48M | Buy |
+400,000
| New | +$6.48M | 0.51% | 36 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 201 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 197 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 201 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 218 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 202 |
|