SCM
SG Capital Management’s Upbound Group UPBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-346,439
| Closed | -$12.2M | – | 93 |
|
|
2024
Q1 | $12.2M | Buy |
+346,439
| New | +$12.2M | 3.99% | 6 |
|
|
2023
Q3 | – | Sell |
-248,372
| Closed | -$7.73M | – | 69 |
|
|
2023
Q2 | $7.73M | Buy |
+248,372
| New | +$7.73M | 3.17% | 9 |
|
|
2021
Q1 | – | Sell |
-96,563
| Closed | -$3.7M | – | 80 |
|
|
2020
Q4 | $3.7M | Buy |
96,563
+80,432
| +499% | +$3.08M | 0.96% | 32 |
|
|
2020
Q3 | $482K | Buy |
+16,131
| New | +$482K | 0.14% | 64 |
|
|
2020
Q1 | – | Sell |
-571,305
| Closed | -$16.5M | – | 60 |
|
|
2019
Q4 | $16.5M | Buy |
+571,305
| New | +$16.5M | 3.24% | 12 |
|
|
2019
Q3 | – | Sell |
-867,690
| Closed | -$23.1M | – | 56 |
|
|
2019
Q2 | $23.1M | Buy |
+867,690
| New | +$23.1M | 3.66% | 4 |
|
|
2018
Q1 | – | Sell |
-553,879
| Closed | -$6.15M | – | 84 |
|
|
2017
Q4 | $6.15M | Buy |
+553,879
| New | +$6.15M | 1.23% | 32 |
|
|
2014
Q4 | – | Sell |
-347,932
| Closed | -$10.6M | – | 71 |
|
|
2014
Q3 | $10.6M | Buy |
+347,932
| New | +$10.6M | 3.44% | 6 |
|