Huber Mid Cap Value Fund UPBD Holdings History
Huber Mid Cap Value Fund's Upbound Group Inc Holding Summary
As of 2025-04-30, Huber Mid Cap Value Fund held 20,000.00 shares of Upbound Group Inc(UPBD), totaling $398,000.00. This investment constitutes 4.18% of their stock portfolio, and Huber Mid Cap Value Fund now holds 0.03% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2020Q2. And since then Huber Mid Cap Value Fund has made 12 purchases of UPBD, at an average price of $30.63, for a total of 31,900.00 shares. In addition, there have been 4 sales at an average price of $26.60 for 11,900.00 shares. Based on historical transaction data and UPBD's current price of $25.24, Huber Mid Cap Value Fund's estimated gain on his UPBD holdings is $-155,557.00, reflecting a -15.92% gain to date.
Huber Mid Cap Value Fund UPBD ($25.24) Holding Chart
Huber Mid Cap Value Fund UPBD ($25.24) 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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