| Quarter | Score |
|---|---|
| 2013-Q2 | 49.5 |
| 2013-Q3 | 48.4 |
| 2013-Q4 | 47.7 |
| 2014-Q1 | 49.1 |
| 2014-Q2 | 48.1 |
| 2014-Q3 | 49.3 |
| 2018-Q1 | 51.9 |
| 2018-Q2 | 50.7 |
| 2018-Q3 | 48.1 |
| 2019-Q2 | 51.1 |
| 2022-Q1 | 49.3 |
| 2022-Q3 | 65.4 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.6 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 65.6 |
| 2024-Q1 | 62.4 |
| 2024-Q2 | 66.9 |
| 2024-Q3 | 66.5 |
| 2024-Q4 | 64.0 |
| 2025-Q1 | 65.4 |
| 2025-Q2 | 65.0 |
| 2025-Q3 | 36.2 |
| 2025-Q4 | 40.3 |
| 2026-Q1 | 37.9 |
| 2026-Q2 | 48.4 |
Stable institutional holding; maintain existing positions
Trading 23.0% below funds' estimated purchase price
1 of 16 tracked funds hold UPBD. Avg conviction: 1.3%. Net adding. First tracked at $23.63 (current -23.0% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Miller Value Partners | 1.3% | Add |