Number of Shares
918,527.00
Current Holdings Value*
$22.01 Mil
% of Portfolio
0.53%
Total Estimate Gain
$-15.51 Mil
% of Total Estimate Gain
-25.20%

KENNEDY CAPITAL MANAGEMENT LLC's Upbound Group Inc Holding Summary

As of 2025-03-31, KENNEDY CAPITAL MANAGEMENT LLC held 918,527.00 shares of Upbound Group Inc(UPBD), totaling $22.01 Mil. This investment constitutes 0.53% of their stock portfolio, and KENNEDY CAPITAL MANAGEMENT LLC now holds 1.59% of the outstanding Upbound Group Inc(UPBD) stock.

The initial trade took place in 2014Q1. And since then KENNEDY CAPITAL MANAGEMENT LLC has made 9 purchases of UPBD, at an average price of $35.88, for a total of 1.71 Mil shares. In addition, there have been 11 sales at an average price of $27.93 for 796,429.00 shares. Based on historical transaction data and UPBD's current price of $25.90, KENNEDY CAPITAL MANAGEMENT LLC's estimated gain on his UPBD holdings is $-15.51 Mil, reflecting a -25.20% gain to date.

KENNEDY CAPITAL MANAGEMENT LLC UPBD ($25.90) Holding Chart

KENNEDY CAPITAL MANAGEMENT LLC UPBD ($25.90) 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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