Sterling Capital 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
2026 Q1	$22.8K	Sell	1,263 -834	-40%	-$16.3K	﹤0.01%	1976
2025 Q4	$36.8K	Sell	2,097 -317	-13%	-$6.13K	﹤0.01%	1922
2025 Q3	$57K	Buy	2,414 +1,443	+149%	+$35.6K	﹤0.01%	1716
2025 Q2	$24.4K	Buy	971 +916	+1,665%	+$21.4K	﹤0.01%	1717
2025 Q1	$1.32K	Hold	55	–	–	﹤0.01%	2724
2024 Q4	$1.6K	Hold	55	–	–	﹤0.01%	2838
2024 Q3	$1.76K	Buy	+55	New	+$1.77K	﹤0.01%	2242
2019 Q3	$1.61M	Buy	62,622 +710	+1%	+$18.6K	0.02%	461
2019 Q2	$1.65M	Hold	61,912	–	–	0.02%	453
2019 Q1	$1.29M	Hold	61,912	–	–	0.01%	495
2018 Q4	$1M	Buy	+61,912	New	+$899K	0.01%	535
2016 Q3	–	Sell	-44,473	Closed	-$546K	–	974
2016 Q2	$546K	Buy	+44,473	New	+$599K	0.01%	720