Current Value of Holding

$4.05 Million

Shares

151 Thousand

% of Portfolio

0.00%

Average Buy Price

$22.9

Avg closing price
Price range

6 Ken Fisher Upbound Group Trades

Ken Fisher acquired 151 Thousand Upbound Group shares worth $4.05 Million. That's 0.00% of their equity portfolio (501st largest holding). Ken Fisher started to build up the position in Upbound Group in Q3 2022 and continued to invest until Q3 2023. Since then they sold 21.3 Thousand shares. The stake costed the investor $3.46 Million, netting the investor a gain of 17% so far.

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Price range
Sold 12.3% shares (-21.3 Thousand shares) Q4 2023
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Increased shares by 9.4% (+14.8 Thousand shares) Q3 2023
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Increased shares by 0.2% (+371 shares) Q2 2023
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Increased shares by 9.1% (+13.1 Thousand shares) Q1 2023
Avg closing price $26.29
Price range $22.23 - $29.99
Increased shares by 200.3% (+96.1 Thousand shares) Q4 2022
Avg closing price $21.43
Price range $17.28 - $25.26
New holding (+48 Thousand shares) Q3 2022
Avg closing price $24.90
Price range $17.51 - $31.22

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