Wellington Management Group’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.7M | Buy |
|
|||||
|
2025
Q2 | $19.7M | Buy |
|
|||||
|
2025
Q1 | $13.3M | Sell |
|
|||||
|
2024
Q4 | $16.3M | Buy |
|
|||||
|
2024
Q3 | $13M | Buy |
|
|||||
|
2024
Q2 | $420K | Hold |
|
|||||
|
2024
Q1 | $482K | Hold |
|
|||||
|
2023
Q4 | $465K | Hold |
|
|||||
|
2023
Q3 | $403K | Sell |
|
|||||
|
2023
Q2 | $426K | Sell |
|
|||||
|
2023
Q1 | $409K | Buy |
|
|||||
|
2022
Q4 | $363K | Buy |
|
|||||
|
2022
Q3 | $281K | Hold |
|
|||||
|
2022
Q2 | $312K | Buy |
|
|||||
|
2022
Q1 | $404K | Hold |
|
|||||
|
2021
Q4 | $770K | Sell |
|
|||||
|
2021
Q3 | $8.52M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $288K | Sell |
|
|||||
|
2020
Q2 | $489K | Sell |
|
|||||
|
2020
Q1 | $1.66M | Sell |
|
|||||
|
2019
Q4 | $4.52M | Sell |
|
|||||
|
2019
Q3 | $4.88M | Sell |
|
|||||
|
2019
Q2 | $5.63M | Buy |
|
|||||
|
2019
Q1 | $3.8M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $330K | Buy |
|
|||||
|
2018
Q2 | $312K | Sell |
|
|||||
|
2018
Q1 | $314K | Sell |
|
|||||
|
2017
Q4 | $5.29M | Buy |
|
|||||
|
2017
Q3 | $4.56M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $500K | Sell |
|
|||||
|
2016
Q3 | $1.14M | Buy |
|
|||||
|
2016
Q2 | $941K | Sell |
|
|||||
|
2016
Q1 | $20.2M | Sell |
|
|||||
|
2015
Q4 | $33.8M | Sell |
|
|||||
|
2015
Q3 | $84.6M | Sell |
|
|||||
|
2015
Q2 | $121M | Buy |
|
|||||
|
2015
Q1 | $39.7M | Buy |
|
|||||
|
2014
Q4 | $48.8M | Buy |
|
|||||
|
2014
Q3 | $40.6M | Sell |
|
|||||
|
2014
Q2 | $39M | Buy |
|
|||||
|
2014
Q1 | $35.8M | Buy |
|
|||||
|
2013
Q4 | $32.4M | Sell |
|
|||||
|
2013
Q3 | $72.7M | Buy |
|
|||||
|
2013
Q2 | $29.2M | Buy |
|