Richard Pzena - Pzena Investment Management
Holding/activity history for Upbound Group, Inc. (UPBD)
← All UPBD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | 0.11 | $7.76–11.98 · VW $9.04i | SEC | |
| 2016 Q4 | 1,738,738 | 0.11 | Reduce 4.75% | <0.01 | $8.00–13.16 · VW $10.86i | $19,561,000 | SEC |
| 2016 Q3 | 1,825,479 | 0.14 | Add 2.70% | <0.01 | $10.20–13.73 · VW $12.00i | $23,074,000 | SEC |
| 2016 Q2 | 1,777,408 | 0.14 | Reduce 0.33% | <0.01 | $11.21–15.94 · VW $13.53i | $21,827,000 | SEC |
| 2016 Q1 | 1,783,256 | 0.17 | Reduce 0.58% | <0.01 | $9.76–16.37 · VW $13.19i | $28,265,000 | SEC |
| 2015 Q4 | 1,793,691 | 0.17 | Add 105.70% | 0.09 | $14.69–26.26 · VW $18.45i | $26,852,000 | SEC |
| 2015 Q3 | 871,989 | 0.14 | Reduce 1.96% | <0.01 | $23.68–29.66 · VW $26.47i | $21,146,000 | SEC |
| 2015 Q2 | 889,444 | 0.14 | Add 1.16% | <0.01 | $25.13–33.59 · VW $29.71i | $25,216,000 | SEC |
| 2015 Q1 | 879,219 | 0.14 | Reduce 4.59% | <0.01 | $26.47–37.23 · VW $30.69i | $24,126,000 | SEC |
| 2014 Q4 | 921,503 | 0.18 | Reduce 30.80% | 0.07 | $28.00–37.49 · VW $32.30i | $33,469,000 | SEC |
| 2014 Q3 | 1,331,683 | 0.22 | Add 0.91% | <0.01 | $23.42–31.20 · VW $27.29i | $40,417,000 | SEC |
| 2014 Q2 | 1,319,702 | 0.21 | Reduce 13.94% | 0.03 | $25.67–30.49 · VW $28.58i | $37,849,000 | SEC |
| 2014 Q1 | 1,533,547 | 0.24 | Add 60.61% | 0.09 | $23.65–33.77 · VW $26.43i | $40,792,000 | SEC |
| 2013 Q4 | 954,853 | 0.19 | Add 0.82% | <0.01 | $32.83–39.00 · VW $34.64i | $31,835,000 | SEC |
| 2013 Q3 | 947,078 | 0.24 | Add 10.80% | 0.02 | $36.44–40.80 · VW $38.58i | $36,084,000 | SEC |
| 2013 Q2 | 854,754 | 0.22 | Add 67.17% | 0.09 | $33.20–39.61 · VW $36.18i | $32,096,000 | SEC |
| 2013 Q1 | 511,322 | 0.14 | Add 1.25% | <0.01 | $32.93–38.23 · VW $35.97i | $18,888,000 | SEC |
| 2012 Q4 | 504,987 | 0.15 | Reduce 0.03% | $31.22–36.73 · VW $34.17i | $17,351,000 | SEC | |
| 2012 Q3 | 505,129 | 0.15 | Reduce 0.37% | <0.01 | $32.31–37.81 · VW $35.37i | $17,720,000 | SEC |
| 2012 Q2 | 507,024 | 0.20 | Reduce 7.58% | 0.02 | $31.96–38.38 · VW $34.40i | $17,107,000 | SEC |
| 2012 Q1 | 548,628 | 0.22 | Reduce 3.18% | <0.01 | $33.01–39.50 · VW $35.83i | $20,711,000 | SEC |
| 2011 Q4 | 566,648 | 0.23 | Reduce 51.64% | 0.20 | $25.82–38.26 · VW $34.43i | $20,966,000 | SEC |
| 2011 Q3 | 1,171,643 | 0.39 | Add 15.33% | 0.05 | $21.30–32.22 · VW $27.00i | $32,162,000 | SEC |
| 2011 Q2 | 1,015,868 | 0.29 | Reduce 4.13% | 0.01 | $27.66–36.53 · VW $31.42i | $31,045,000 | SEC |
| 2011 Q1 | 1,059,593 | 0.33 | Reduce 1.01% | <0.01 | $28.58–35.39 · VW $32.37i | $36,990,000 | SEC |
| 2010 Q4 | 1,070,443 | 0.34 | Reduce 0.27% | <0.01 | $21.97–33.05 · VW $27.58i | $34,554,000 | SEC |
| 2010 Q3 | 1,073,293 | 0.26 | Add 4.62% | 0.01 | $19.44–23.44 · VW $21.40i | $24,020,000 | SEC |
| 2010 Q2 | 1,025,868 | 0.23 | Add 1.82% | <0.01 | $20.25–28.72 · VW $24.09i | $20,784,000 | SEC |
| 2010 Q1 | 1,007,543 | 0.22 | Add 8.88% | 0.02 | $17.23–24.10 · VW $21.51i | $23,828,000 | SEC |
| 2009 Q4 | 925,343 | 0.20 | Add 0.61% | <0.01 | $17.49–20.92 · VW $18.61i | $16,397,000 | SEC |
| 2009 Q3 | 919,718 | 0.17 | Add 3.92% | <0.01 | $16.55–21.97 · VW $19.68i | $17,364,000 | SEC |
| 2009 Q2 | 885,043 | 0.20 | Reduce 3.79% | 0.01 | $16.94–23.14 · VW $19.23i | $15,780,000 | SEC |
| 2009 Q1 | 919,868 | 0.27 | Reduce 75.92% | 0.63 | $14.45–20.17 · VW $17.58i | $17,818,000 | SEC |
| 2008 Q4 | 3,820,156 | 0.83 | Reduce 23.37% | 0.21 | $9.97–22.68 · VW $15.67i | $67,426,000 | SEC |
| 2008 Q3 | 4,985,511 | 0.88 | Reduce 23.92% | 0.21 | $18.60–26.00 · VW $22.26i | $111,077,000 | SEC |
| 2008 Q2 | 6,553,411 | 0.90 | Reduce 15.87% | 0.09 | $17.07–23.20 · VW $21.06i | $134,804,000 | SEC |
| 2007 Q4 | 7,789,720 | 0.57 | Reduce 5.81% | 0.04 | $13.16–18.70 · VW $15.25i | $113,107,000 | SEC |
| 2007 Q3 | 8,270,111 | 0.62 | Add 6.79% | 0.04 | $16.79–27.54 · VW $19.80i | $149,937,000 | SEC |
| 2007 Q2 | 7,744,086 | 0.77 | Add 8.25% | 0.06 | $25.50–29.20 · VW $27.33i | $203,127,000 | SEC |
| 2007 Q1 | 7,154,063 | 0.78 | Reduce 6.69% | 0.06 | $25.77–31.43 · VW $28.53i | $131,277,000 | SEC |
| 2006 Q4 | 7,666,840 | 0.97 | Reduce 5.13% | 0.06 | $26.58–31.00 · VW $28.66i | $226,248,000 | SEC |
| 2006 Q3 | 8,081,640 | 1.11 | Reduce 2.38% | 0.03 | $22.03–29.95 · VW $26.76i | $236,711,000 | SEC |
| 2006 Q2 | 8,278,315 | 1.12 | Reduce 3.13% | 0.04 | $22.66–28.46 · VW $25.39i | $205,799,000 | SEC |
| 2006 Q1 | 8,545,790 | 1.25 | Reduce 0.68% | <0.01 | $18.20–26.15 · VW $22.89i | $218,687,000 | SEC |
| 2005 Q4 | 8,604,213 | 1.22 | Add 7.93% | 0.09 | $14.90–20.36 · VW $18.21i | $162,275,000 | SEC |
| 2005 Q3 | 7,972,275 | 1.27 | Add 23.46% | 0.24 | $17.91–24.36 · VW $20.33i | $153,945,000 | SEC |
| 2005 Q2 | 6,457,600 | 1.43 | Add 85.95% | 0.66 | $22.36–27.75 · VW $23.99i | $150,398,000 | SEC |
| 2005 Q1 | 3,472,850 | 0.98 | Add 12.57% | 0.11 | $24.08–27.89 · VW $25.84i | $94,844,000 | SEC |
| 2004 Q4 | 3,084,925 | 0.94 | Add 48.71% | 0.31 | $22.00–26.89 · VW $25.02i | $81,751,000 | SEC |
| 2004 Q3 | 2,074,425 | 0.78 | Buy | 0.78 | $24.70–31.60 · VW $28.14i | $53,645,000 | SEC |
Price snapshot:
Current price$21.15
52-week low$14.83
52-week high$25.85