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Arizona State Retirement System’s Upland Software UPLD Stock Holding History

Arizona State Retirement System’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
2021
Q4 		– Sell
-697
Closed -$233K – 2296
2021
Q3 		$233K Buy
697
+4
+0.6% +$1.5K ﹤0.01% 1988
2021
Q2 		$285K Sell
693
-36
-5% -$15.8K ﹤0.01% 1917
2021
Q1 		$344K Buy
729
+19
+3% +$9.17K ﹤0.01% 1746
2020
Q4 		$326K Sell
710
-29
-4% -$12.8K ﹤0.01% 1688
2020
Q3 		$279K Buy
+739
New +$266K ﹤0.01% 1621

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arizona State Retirement System's UPLD Position: Q4 2021 in Review

Arizona State Retirement System sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 697 shares — an estimated $233K sold.

Arizona State Retirement System first reported a position in UPLD in Q3 2020 and held it in 5 quarters. The position peaked at $344K in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Arizona State Retirement System reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Arizona State Retirement System sold 697 Upland Software shares in Q4 2021, an estimated $233K.
  • Arizona State Retirement System first reported a position in Upland Software in Q3 2020 and held it in 5 quarters.
  • Arizona State Retirement System's Upland Software position peaked at $344K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Arizona State Retirement System's 13F filing for Q4 2021, filed 4 Feb 2022.