Smith Group Asset Management’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,709
| Closed | -$611K | – | 357 |
|
|
2021
Q4 | $611K | Sell |
12,709
-321
| -2% | -$15.4K | 0.03% | 128 |
|
|
2021
Q3 | $732K | Sell |
13,030
-905
| -6% | -$50.8K | 0.04% | 108 |
|
|
2021
Q2 | $740K | Sell |
13,935
-131
| -0.9% | -$6.96K | 0.04% | 102 |
|
|
2021
Q1 | $811K | Sell |
14,066
-18,434
| -57% | -$1.06M | 0.04% | 88 |
|
|
2020
Q4 | $1.24M | Sell |
32,500
-5,630
| -15% | -$215K | 0.07% | 93 |
|
|
2020
Q3 | $1.14M | Sell |
38,130
-10
| -0% | -$299 | 0.06% | 98 |
|
|
2020
Q2 | $1.06M | Sell |
38,140
-338
| -0.9% | -$9.4K | 0.06% | 98 |
|
|
2020
Q1 | $544K | Sell |
38,478
-730
| -2% | -$10.3K | 0.03% | 117 |
|
|
2019
Q4 | $1.13M | Sell |
39,208
-1,300
| -3% | -$37.5K | 0.05% | 105 |
|
|
2019
Q3 | $1.05M | Buy |
+40,508
| New | +$1.05M | 0.04% | 112 |
|