Tokio Marine 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,500
| Closed | -$375K | – | 454 |
|
2021
Q1 | $375K | Sell |
6,500
-2,900
| -31% | -$167K | 0.04% | 233 |
|
2020
Q4 | $360K | Buy |
+9,400
| New | +$360K | 0.04% | 217 |
|
2019
Q1 | – | Sell |
-77,500
| Closed | -$1.26M | – | 224 |
|
2018
Q4 | $1.26M | Buy |
+77,500
| New | +$1.26M | 0.25% | 83 |
|
2018
Q3 | – | Sell |
-149,399
| Closed | -$2.2M | – | 244 |
|
2018
Q2 | $2.2M | Buy |
149,399
+43,199
| +41% | +$636K | 0.4% | 59 |
|
2018
Q1 | $917K | Buy |
+106,200
| New | +$917K | 0.16% | 132 |
|