Ameritas Investment Partners’s Upland Software UPLD Stock Holding History

Ameritas Investment Partners’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	-222	Closed	-$9.54K	–	3215
2023 Q1	$9.54K	Hold	222	–	–	﹤0.01%	2738
2022 Q4	$18.5K	Hold	222	–	–	﹤0.01%	2597
2022 Q3	$18K	Hold	222	–	–	﹤0.01%	2578
2022 Q2	$32K	Hold	222	–	–	﹤0.01%	2281
2022 Q1	$39K	Hold	222	–	–	﹤0.01%	2212
2021 Q4	$40K	Hold	222	–	–	﹤0.01%	2281
2021 Q3	$74K	Hold	222	–	–	﹤0.01%	1882
2021 Q2	$91K	Hold	222	–	–	﹤0.01%	1776
2021 Q1	$105K	Hold	222	–	–	﹤0.01%	1641
2020 Q4	$102K	Hold	222	–	–	﹤0.01%	1582
2020 Q3	$84K	Buy	222 +29	+15%	+$10.5K	﹤0.01%	1545
2020 Q2	$67K	Hold	193	–	–	﹤0.01%	1668
2020 Q1	$52K	Hold	193	–	–	﹤0.01%	1643
2019 Q4	$69K	Hold	193	–	–	﹤0.01%	1725
2019 Q3	$67K	Hold	193	–	–	﹤0.01%	1706
2019 Q2	$88K	Buy	193 +56	+41%	+$25.6K	﹤0.01%	1585
2019 Q1	$58K	Hold	137	–	–	﹤0.01%	1802
2018 Q4	$37K	Hold	137	–	–	﹤0.01%	1987
2018 Q3	$44K	Hold	137	–	–	﹤0.01%	2065
2018 Q2	$47K	Buy	137 +73	+114%	+$22.9K	﹤0.01%	2024
2018 Q1	$18K	Hold	64	–	–	﹤0.01%	2486
2017 Q4	$14K	Hold	64	–	–	﹤0.01%	2630
2017 Q3	$14K	Hold	64	–	–	﹤0.01%	2617
2017 Q2	$14K	Buy	+64	New	+$13.1K	﹤0.01%	2671

Other funds holding UPLD

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameritas Investment Partners's UPLD Position: Q2 2023 in Review

Ameritas Investment Partners sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 222 shares — an estimated $9.54K sold.

Ameritas Investment Partners first reported a position in UPLD in Q2 2017 and held it in 24 quarters. The position peaked at $105K in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

Ameritas Investment Partners reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
Ameritas Investment Partners sold 222 Upland Software shares in Q2 2023, an estimated $9.54K.
Ameritas Investment Partners first reported a position in Upland Software in Q2 2017 and held it in 24 quarters.
Ameritas Investment Partners's Upland Software position peaked at $105K in Q1 2021.
89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.