Zebra Capital 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
Q3 | – | Sell |
-27,878
| Closed | -$542K | – | 117 |
|
|
2022
Q2 | $542K | Sell |
27,878
-817
| -3% | -$15.9K | 1.59% | 20 |
|
|
2022
Q1 | $723K | Buy |
+28,695
| New | +$723K | 1.66% | 15 |
|
|
2021
Q3 | – | Sell |
-22,906
| Closed | -$1.22M | – | 217 |
|
|
2021
Q2 | $1.22M | Sell |
22,906
-2,475
| -10% | -$131K | 1.43% | 14 |
|
|
2021
Q1 | $1.46M | Buy |
+25,381
| New | +$1.46M | 1.61% | 8 |
|
|
2016
Q2 | – | Sell |
-28,892
| Closed | -$458K | – | 289 |
|
|
2016
Q1 | $458K | Buy |
28,892
+5,604
| +24% | +$88.8K | 0.18% | 215 |
|
|
2015
Q4 | $349K | Buy |
23,288
+1,329
| +6% | +$19.9K | 0.19% | 206 |
|
|
2015
Q3 | $533K | Buy |
21,959
+4,184
| +24% | +$102K | 0.33% | 156 |
|
|
2015
Q2 | $504K | Sell |
17,775
-6,676
| -27% | -$189K | 0.29% | 164 |
|
|
2015
Q1 | $671K | Sell |
24,451
-17,655
| -42% | -$485K | 0.34% | 146 |
|
|
2014
Q4 | $1.53M | Sell |
42,106
-1,098
| -3% | -$39.9K | 0.59% | 48 |
|
|
2014
Q3 | $1.31M | Buy |
43,204
+1,447
| +3% | +$43.9K | 0.52% | 66 |
|
|
2014
Q2 | $1.2M | Sell |
41,757
-14,473
| -26% | -$415K | 0.46% | 97 |
|
|
2014
Q1 | $1.5M | Buy |
56,230
+11,132
| +25% | +$296K | 0.63% | 36 |
|
|
2013
Q4 | $1.5M | Buy |
45,098
+20,642
| +84% | +$688K | 0.78% | 30 |
|
|
2013
Q3 | $932K | Buy |
24,456
+12,143
| +99% | +$463K | 0.73% | 32 |
|
|
2013
Q2 | $462K | Buy |
+12,313
| New | +$462K | 0.38% | 95 |
|