Marshall Wace’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
684,990
+30,398
| +5% | +$763K | 0.02% | 580 |
|
|
2025
Q1 | $15.7M | Buy |
654,592
+303,643
| +87% | +$7.28M | 0.02% | 549 |
|
|
2024
Q4 | $10.2M | Buy |
350,949
+270,064
| +334% | +$7.88M | 0.01% | 727 |
|
|
2024
Q3 | $2.59M | Sell |
80,885
-315,003
| -80% | -$10.1M | ﹤0.01% | 1175 |
|
|
2024
Q2 | $12.2M | Buy |
395,888
+376,129
| +1,904% | +$11.5M | 0.02% | 588 |
|
|
2024
Q1 | $696K | Sell |
19,759
-910
| -4% | -$32K | ﹤0.01% | 1576 |
|
|
2023
Q4 | $702K | Buy |
+20,669
| New | +$702K | ﹤0.01% | 1328 |
|
|
2023
Q3 | – | Sell |
-84,310
| Closed | -$2.62M | – | 2342 |
|
|
2023
Q2 | $2.62M | Buy |
84,310
+75,155
| +821% | +$2.34M | 0.01% | 1055 |
|
|
2023
Q1 | $224K | Buy |
+9,155
| New | +$224K | ﹤0.01% | 1900 |
|
|
2022
Q4 | – | Sell |
-318,218
| Closed | -$5.57M | – | 2853 |
|
|
2022
Q3 | $5.57M | Buy |
318,218
+42,224
| +15% | +$739K | 0.01% | 1132 |
|
|
2022
Q2 | $5.37M | Buy |
275,994
+101,949
| +59% | +$1.98M | 0.01% | 1153 |
|
|
2022
Q1 | $4.38M | Buy |
174,045
+96,343
| +124% | +$2.43M | 0.01% | 1292 |
|
|
2021
Q4 | $3.73M | Buy |
77,702
+63,904
| +463% | +$3.07M | 0.01% | 1358 |
|
|
2021
Q3 | $775K | Buy |
+13,798
| New | +$775K | ﹤0.01% | 1676 |
|
|
2021
Q1 | – | Sell |
-58,892
| Closed | -$2.26M | – | 2533 |
|
|
2020
Q4 | $2.26M | Sell |
58,892
-152,113
| -72% | -$5.82M | 0.01% | 822 |
|
|
2020
Q3 | $6.31M | Buy |
+211,005
| New | +$6.31M | 0.04% | 412 |
|
|
2019
Q2 | – | Sell |
-1,692
| Closed | -$35K | – | 1823 |
|
|
2019
Q1 | $35K | Sell |
1,692
-968,659
| -100% | -$20M | ﹤0.01% | 1565 |
|
|
2018
Q4 | $15.7M | Sell |
970,351
-745,297
| -43% | -$12.1M | 0.16% | 147 |
|
|
2018
Q3 | $24.7M | Buy |
+1,715,648
| New | +$24.7M | 0.21% | 132 |
|
|
2016
Q2 | – | Sell |
-63,518
| Closed | -$1.01M | – | 1166 |
|
|
2016
Q1 | $1.01M | Buy |
+63,518
| New | +$1.01M | 0.01% | 709 |
|
|
2015
Q1 | – | Sell |
-10,809
| Closed | -$393K | – | 942 |
|
|
2014
Q4 | $393K | Buy |
10,809
+6,762
| +167% | +$246K | 0.01% | 679 |
|
|
2014
Q3 | $123K | Buy |
+4,047
| New | +$123K | ﹤0.01% | 815 |
|