KENNEDY CAPITAL SMALL CAP VALUE FUND UPBD Holdings History
KENNEDY CAPITAL SMALL CAP VALUE FUND's Upbound Group Inc Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 9,112.00 shares of Upbound Group Inc(UPBD), totaling $218,320.00. This investment constitutes 1.02% of their stock portfolio, and Investment Managers Series Trust II now holds 0.02% of the outstanding Upbound Group Inc(UPBD) stock.
The initial trade took place in 2022Q2. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 5 purchases of UPBD, at an average price of $29.45, for a total of 11,507.00 shares. In addition, there have been 3 sales at an average price of $29.90 for 2,395.00 shares. Based on historical transaction data and UPBD's current price of $26.35, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his UPBD holdings is $-27,121.76, reflecting a -8.00% gain to date.
KENNEDY CAPITAL SMALL CAP VALUE FUND UPBD ($26.35) Holding Chart
KENNEDY CAPITAL SMALL CAP VALUE FUND UPBD ($26.35) 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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