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Amalgamated Bank’s Upland Software UPLD Stock Holding History

Amalgamated Bank’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
2023
Q2 		– Sell
-302
Closed -$13K – 3125
2023
Q1 		$13K Sell
302
-65
-18% -$4.5K ﹤0.01% 2770
2022
Q4 		$26K Hold
367
– – ﹤0.01% 2682
2022
Q3 		$30K Hold
367
– – ﹤0.01% 2680
2022
Q2 		$53K Sell
367
-104
-22% -$15.2K ﹤0.01% 2452
2022
Q1 		$83K Buy
+471
New +$86.4K ﹤0.01% 2273
2021
Q3 		– Sell
-540
Closed -$222K – 2181
2021
Q2 		$222K Buy
+540
New +$237K ﹤0.01% 1996

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amalgamated Bank's UPLD Position: Q2 2023 in Review

Amalgamated Bank sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 302 shares — an estimated $13K sold.

Amalgamated Bank first reported a position in UPLD in Q2 2021 and held it in 6 quarters. The position peaked at $222K in Q2 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Amalgamated Bank reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Amalgamated Bank sold 302 Upland Software shares in Q2 2023, an estimated $13K.
  • Amalgamated Bank first reported a position in Upland Software in Q2 2021 and held it in 6 quarters.
  • Amalgamated Bank's Upland Software position peaked at $222K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.