Huber Small Cap Value Fund UPBD Holdings History
Huber Small Cap Value Fund's Upbound Group Inc Holding Summary
As of 2025-04-30, Huber Small Cap Value Fund held 171,924.00 shares of Upbound Group Inc(UPBD), totaling $3.42 Mil. This investment constitutes 4.86% of their stock portfolio, and Huber Small Cap Value Fund now holds 0.3% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2020Q2. And since then Huber Small Cap Value Fund has made 16 purchases of UPBD, at an average price of $31.27, for a total of 237,560.00 shares. In addition, there have been 4 sales at an average price of $31.10 for 65,636.00 shares. Based on historical transaction data and UPBD's current price of $26.20, Huber Small Cap Value Fund's estimated gain on his UPBD holdings is $-883,179.79, reflecting a -11.89% gain to date.
Huber Small Cap Value Fund UPBD ($26.20) Holding Chart
Huber Small Cap Value Fund UPBD ($26.20) 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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