Huber Large Cap Value Fund UPBD Holdings History
Huber Large Cap Value Fund's Upbound Group Inc Holding Summary
As of 2025-04-30, Huber Large Cap Value Fund held 29,732.00 shares of Upbound Group Inc(UPBD), totaling $591,670.00. This investment constitutes 3.73% of their stock portfolio, and Huber Large Cap Value Fund now holds 0.05% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2021Q2. And since then Huber Large Cap Value Fund has made 11 purchases of UPBD, at an average price of $33.29, for a total of 50,859.00 shares. In addition, there have been 6 sales at an average price of $27.43 for 21,127.00 shares. Based on historical transaction data and UPBD's current price of $25.41, Huber Large Cap Value Fund's estimated gain on his UPBD holdings is $-357,976.57, reflecting a -21.15% gain to date.
Huber Large Cap Value Fund UPBD ($25.41) Holding Chart
Huber Large Cap Value Fund UPBD ($25.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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