Upbound Group Inc. (UPBD)
| Sector: | Consumer Discretionary |
| |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 373 |
| % of all portfolios: | 0.166% |
| Hold Price * : | $34.09 |
| History |
Portfolio Manager |
Activity ▼ |
Share change |
% change to portfolio |
| Q1 2024 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Add 4.15% |
9,571 |
0.05 |
| Q4 2023 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Add 14.97% |
30,000 |
0.16 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 34.64% |
1,270,457 |
6.32 |
| Q3 2023 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Add 33.24% |
50,000 |
0.26 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 4.94% |
190,543 |
1.02 |
| Q1 2023 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 7.04% |
253,700 |
0.89 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Add 0.21% |
318 |
0.00 |
| Q4 2022 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 40.54% |
1,039,672 |
3.96 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Add 0.07% |
100 |
0.00 |
| Q3 2022 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 8.86% |
208,814 |
0.72 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Buy |
150,000 |
0.68 |
| Q4 2021 |
| ≡ |
Christopher Bloomstran - Semper Augustus |
Sell 100.00% |
4,600 |
0.08 |
| Q2 2021 |
| ≡ |
Christopher Bloomstran - Semper Augustus |
Buy |
4,600 |
0.08 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 19.29% |
562,879 |
2.31 |
| Q3 2020 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 45.28% |
2,415,000 |
7.46 |
| Q1 2020 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
161,744 |
0.07 |
| Q4 2019 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
161,744 |
0.07 |
| Q2 2019 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
390,130 |
0.11 |
| Q1 2019 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
390,130 |
0.11 |
| Q2 2018 |
| ≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
55,044 |
0.02 |
| Q1 2018 |
| ≡ |
Bill Miller - Miller Value Partners |
Reduce 16.99% |
11,270 |
0.00 |
| Q4 2017 |
| ≡ |
Bill Miller - Miller Value Partners |
Reduce 0.20% |
134 |
0.00 |
| Q3 2017 |
| ≡ |
Bill Miller - Miller Value Partners |
Reduce 8.57% |
6,230 |
0.00 |
| Q2 2017 |
| ≡ |
Bill Miller - Miller Value Partners |
Buy |
72,678 |
0.04 |
| Q2 2016 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Sell 100.00% |
238,000 |
0.10 |
| Q3 2015 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 0.85% |
2,000 |
0.00 |
| Q2 2015 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 9.77% |
21,000 |
0.02 |
| Q1 2015 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 13.16% |
25,000 |
0.02 |
| Q4 2014 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 9.20% |
16,000 |
0.02 |
| Q3 2014 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Add 58.18% |
64,000 |
0.06 |
| Q2 2014 |
| ≡ |
Thomas Gayner - Markel Asset Management |
Buy |
110,000 |
0.09 |
| Q2 2008 |
| ≡ |
FPA Queens Road Small Cap Value Fund |
Sell 100.00% |
1,309,200 |
2.15 |
| Q3 2007 |
| ≡ |
Meridian Contrarian Fund |
Sell 100.00% |
1,015,900 |
1.55 |
| Q2 2007 |
| ≡ |
Meridian Contrarian Fund |
Add 3.57% |
35,000 |
0.05 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.