Meeder Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,381
| Closed | -$42.4K | – | 962 |
|
|
2024
Q2 | $42.4K | Buy |
+1,381
| New | +$44.1K | ﹤0.01% | 367 |
|
|
2023
Q1 | – | Sell |
-3,013
| Closed | -$67.9K | – | 826 |
|
|
2022
Q4 | $67.9K | Sell |
3,013
-815
| -21% | -$17.5K | 0.01% | 501 |
|
|
2022
Q3 | $67K | Buy |
3,828
+3,421
| +841% | +$85.2K | ﹤0.01% | 780 |
|
|
2022
Q2 | $7K | Buy |
407
+267
| +191% | +$6.65K | ﹤0.01% | 1535 |
|
|
2022
Q1 | $4K | Buy |
+140
| New | +$5.06K | ﹤0.01% | 1885 |
|
|
2021
Q4 | – | Sell |
-26,734
| Closed | -$1.5M | – | 2290 |
|
|
2021
Q3 | $1.5M | Sell |
26,734
-1,569
| -6% | -$92.4K | 0.08% | 202 |
|
|
2021
Q2 | $1.5M | Sell |
28,303
-19,526
| -41% | -$1.13M | 0.07% | 209 |
|
|
2021
Q1 | $2.76M | Buy |
47,829
+47,754
| +63,672% | +$2.5M | 0.14% | 145 |
|
|
2020
Q4 | $3K | Sell |
75
-56,564
| -100% | -$1.92M | ﹤0.01% | 1398 |
|
|
2020
Q3 | $1.69M | Sell |
56,639
-387
| -0.7% | -$11.4K | 0.11% | 155 |
|
|
2020
Q2 | $1.59M | Buy |
57,026
+40,699
| +249% | +$904K | 0.1% | 174 |
|
|
2020
Q1 | $230K | Buy |
16,327
+13,232
| +428% | +$318K | 0.02% | 536 |
|
|
2019
Q4 | $89K | Buy |
3,095
+3,037
| +5,236% | +$79.4K | 0.01% | 829 |
|
|
2019
Q3 | $2K | Sell |
58
-2,217
| -97% | -$58.2K | ﹤0.01% | 1990 |
|
|
2019
Q2 | $60K | Buy |
2,275
+972
| +75% | +$23.1K | ﹤0.01% | 899 |
|
|
2019
Q1 | $27K | Buy |
1,303
+703
| +117% | +$13K | ﹤0.01% | 1008 |
|
|
2018
Q4 | $9K | Buy |
+600
| New | +$8.71K | ﹤0.01% | 1284 |
|
|
2017
Q2 | – | Sell |
-866
| Closed | -$8K | – | 1885 |
|
|
2017
Q1 | $8K | Sell |
866
-37,985
| -98% | -$345K | ﹤0.01% | 923 |
|
|
2016
Q4 | $437K | Buy |
38,851
+1,444
| +4% | +$16.1K | 0.04% | 389 |
|
|
2016
Q3 | $473K | Sell |
37,407
-436
| -1% | -$5.45K | 0.04% | 437 |
|
|
2016
Q2 | $465K | Sell |
37,843
-25
| -0.1% | -$337 | 0.04% | 433 |
|
|
2016
Q1 | $600K | Sell |
37,868
-9,452
| -20% | -$126K | 0.06% | 342 |
|
|
2015
Q4 | $708K | Sell |
47,320
-18,680
| -28% | -$357K | 0.06% | 239 |
|
|
2015
Q3 | $1.6M | Buy |
66,000
+47,773
| +262% | +$1.28M | 0.16% | 152 |
|
|
2015
Q2 | $517K | Sell |
18,227
-56
| -0.3% | -$1.68K | 0.05% | 332 |
|
|
2015
Q1 | $501K | Buy |
+18,283
| New | +$557K | 0.05% | 358 |
|
Other funds holding UPBD
HCM