UBS AM’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
193,818
+55,229
| +40% | +$1.39M | ﹤0.01% | 1719 |
|
|
2025
Q1 | $3.32M | Sell |
138,589
-1,562
| -1% | -$37.4K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $4.09M | Buy |
140,151
+21,568
| +18% | +$629K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $3.79M | Sell |
118,583
-1,638
| -1% | -$52.4K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $3.69M | Buy |
120,221
+56,702
| +89% | +$1.74M | ﹤0.01% | 1665 |
|
|
2024
Q1 | $2.24M | Sell |
63,519
-269
| -0.4% | -$9.47K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $2.17M | Sell |
63,788
-2,972
| -4% | -$101K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $1.97M | Sell |
66,760
-10,083
| -13% | -$297K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $1.88M | Hold |
76,843
| – | – | ﹤0.01% | 1685 |
|
|
2023
Q1 | $1.88M | Buy |
76,843
+4,521
| +6% | +$111K | ﹤0.01% | 1685 |
|
|
2022
Q4 | $1.63M | Buy |
72,322
+1,410
| +2% | +$31.8K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $1.24M | Sell |
70,912
-2,268
| -3% | -$39.7K | ﹤0.01% | 1844 |
|
|
2022
Q2 | $1.42M | Sell |
73,180
-9,564
| -12% | -$186K | ﹤0.01% | 1779 |
|
|
2022
Q1 | $2.08M | Buy |
82,744
+5,403
| +7% | +$136K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $3.72M | Buy |
77,341
+3,010
| +4% | +$145K | ﹤0.01% | 1556 |
|
|
2021
Q3 | $4.18M | Buy |
74,331
+15,699
| +27% | +$882K | ﹤0.01% | 1440 |
|
|
2021
Q2 | $3.11M | Buy |
58,632
+13,298
| +29% | +$706K | ﹤0.01% | 1639 |
|
|
2021
Q1 | $2.61M | Sell |
45,334
-4,407
| -9% | -$254K | ﹤0.01% | 1642 |
|
|
2020
Q4 | $1.9M | Buy |
49,741
+3,384
| +7% | +$130K | ﹤0.01% | 1704 |
|
|
2020
Q3 | $1.39M | Sell |
46,357
-3,733
| -7% | -$112K | ﹤0.01% | 1704 |
|
|
2020
Q2 | $1.39M | Buy |
50,090
+3,410
| +7% | +$94.9K | ﹤0.01% | 1666 |
|
|
2020
Q1 | $660K | Buy |
46,680
+6,967
| +18% | +$98.5K | ﹤0.01% | 1859 |
|
|
2019
Q4 | $1.15M | Sell |
39,713
-1,349
| -3% | -$38.9K | ﹤0.01% | 1847 |
|
|
2019
Q3 | $1.06M | Buy |
41,062
+5,953
| +17% | +$154K | ﹤0.01% | 1916 |
|
|
2019
Q2 | $935K | Buy |
35,109
+1,583
| +5% | +$42.2K | ﹤0.01% | 1917 |
|
|
2019
Q1 | $700K | Buy |
33,526
+14,378
| +75% | +$300K | ﹤0.01% | 1967 |
|
|
2018
Q4 | $310K | Sell |
19,148
-6,005
| -24% | -$97.2K | ﹤0.01% | 2206 |
|
|
2018
Q3 | $362K | Sell |
25,153
-23,548
| -48% | -$339K | ﹤0.01% | 2221 |
|
|
2018
Q2 | $717K | Sell |
48,701
-6,100
| -11% | -$89.8K | ﹤0.01% | 1942 |
|
|
2018
Q1 | $473K | Buy |
54,801
+7,662
| +16% | +$66.1K | ﹤0.01% | 2055 |
|
|
2017
Q4 | $523K | Buy |
47,139
+34,941
| +286% | +$388K | ﹤0.01% | 1955 |
|
|
2017
Q3 | $140K | Hold |
12,198
| – | – | ﹤0.01% | 2325 |
|
|
2017
Q2 | $143K | Sell |
12,198
-13,704
| -53% | -$161K | ﹤0.01% | 2299 |
|
|
2017
Q1 | $230K | Sell |
25,902
-4,126
| -14% | -$36.6K | ﹤0.01% | 2122 |
|
|
2016
Q4 | $338K | Sell |
30,028
-14,000
| -32% | -$158K | ﹤0.01% | 1899 |
|
|
2016
Q3 | $556K | Hold |
44,028
| – | – | ﹤0.01% | 1923 |
|
|
2016
Q2 | $541K | Hold |
44,028
| – | – | ﹤0.01% | 1919 |
|
|
2016
Q1 | $698K | Sell |
44,028
-5,670
| -11% | -$89.9K | ﹤0.01% | 1782 |
|
|
2015
Q4 | $744K | Sell |
49,698
-5,043
| -9% | -$75.5K | ﹤0.01% | 1855 |
|
|
2015
Q3 | $1.33M | Buy |
54,741
+12,043
| +28% | +$292K | ﹤0.01% | 1605 |
|
|
2015
Q2 | $1.21M | Buy |
42,698
+1,100
| +3% | +$31.2K | ﹤0.01% | 1613 |
|
|
2015
Q1 | $1.14M | Buy |
41,598
+1,000
| +2% | +$27.5K | ﹤0.01% | 1581 |
|
|
2014
Q4 | $1.47M | Buy |
40,598
+1,500
| +4% | +$54.5K | ﹤0.01% | 1454 |
|
|
2014
Q3 | $1.19M | Buy |
39,098
+3,600
| +10% | +$109K | ﹤0.01% | 1501 |
|
|
2014
Q2 | $1.02M | Hold |
35,498
| – | – | ﹤0.01% | 1573 |
|
|
2014
Q1 | $944K | Buy |
35,498
+9,700
| +38% | +$258K | ﹤0.01% | 1589 |
|
|
2013
Q4 | $860K | Sell |
25,798
-200
| -0.8% | -$6.67K | ﹤0.01% | 1574 |
|
|
2013
Q3 | $991K | Hold |
25,998
| – | – | ﹤0.01% | 1515 |
|
|
2013
Q2 | $977K | Buy |
+25,998
| New | +$977K | ﹤0.01% | 1469 |
|