Allianz Asset Management
UPLD icon

Allianz Asset Management’s Upland Software UPLD Stock Holding History

Allianz Asset Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,158
Closed -$1.65M – 2553
2020
Q1 		$1.65M Buy
6,158
+11
+0.2% +$3.98K ﹤0.01% 1592
2019
Q4 		$2.19M Sell
6,147
-32
-0.5% -$12K ﹤0.01% 1825
2019
Q3 		$2.15M Sell
6,179
-9,179
-60% -$3.81M ﹤0.01% 1798
2019
Q2 		$6.99M Sell
15,358
-107
-0.7% -$49K 0.01% 1348
2019
Q1 		$6.55M Sell
15,465
-230
-1% -$78.2K 0.01% 1331
2018
Q4 		$4.27M Sell
15,695
-644
-4% -$193K ﹤0.01% 1476
2018
Q3 		$5.28M Buy
16,339
+1,393
+9% +$482K ﹤0.01% 1536
2018
Q2 		$5.14M Sell
14,946
-104
-0.7% -$32.6K 0.01% 1507
2018
Q1 		$4.33M Sell
15,050
-83
-0.5% -$20.5K ﹤0.01% 1596
2017
Q4 		$3.28M Buy
15,133
+2,009
+15% +$441K ﹤0.01% 1809
2017
Q3 		$2.78M Buy
13,124
+1,506
+13% +$346K ﹤0.01% 1887
2017
Q2 		$2.56M Buy
+11,618
New +$2.37M ﹤0.01% 1901

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management's UPLD Position: Q2 2020 in Review

Allianz Asset Management sold out of Upland Software (UPLD) in Q2 2020, closing a stake of 6,158 shares — an estimated $1.65M sold.

Allianz Asset Management first reported a position in UPLD in Q2 2017 and held it in 12 quarters. The position peaked at $6.99M in Q2 2019. 153 funds tracked by Wall St. Rank hold UPLD as of Q2 2020.

  • Allianz Asset Management reported no remaining Upland Software position as of Q2 2020 after selling out during the quarter.
  • Allianz Asset Management sold 6,158 Upland Software shares in Q2 2020, an estimated $1.65M.
  • Allianz Asset Management first reported a position in Upland Software in Q2 2017 and held it in 12 quarters.
  • Allianz Asset Management's Upland Software position peaked at $6.99M in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q2 2020.

Based on Allianz Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.