Aperio Group’s Upland Software UPLD Stock Holding History

Aperio Group’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
2019 Q3	–	Sell	-62	Closed	-$28K	–	2740
2019 Q2	$28K	Buy	+62	New	+$28.4K	﹤0.01%	2640

Other funds holding UPLD

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Aperio Group's UPLD Position: Q3 2019 in Review

Aperio Group sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 62 shares — an estimated $28K sold.

Aperio Group first reported a position in UPLD in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

Aperio Group reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 62 Upland Software shares in Q3 2019, an estimated $28K.
Aperio Group first reported a position in Upland Software in Q2 2019 and held it in 1 quarter.
Aperio Group's Upland Software position peaked at $28K in Q2 2019.
181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.