AJ
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Ashburton (Jersey)’s Upland Software UPLD Stock Holding History

Ashburton (Jersey)’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
-111
Closed -$30K – 95
2020
Q1 		$30K Hold
111
– – 0.01% 68
2019
Q4 		$40K Sell
111
-14
-11% -$5.23K 0.02% 71
2019
Q3 		$44K Hold
125
– – 0.02% 74
2019
Q2 		$57K Buy
+125
New +$57.2K 0.03% 61

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 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 $12.4B AUM 64.17% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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 $3.37T AUM 44.26% 1-Year Est. Return

Ashburton (Jersey)'s UPLD Position: Q2 2020 in Review

Ashburton (Jersey) sold out of Upland Software (UPLD) in Q2 2020, closing a stake of 111 shares — an estimated $30K sold.

Ashburton (Jersey) first reported a position in UPLD in Q2 2019 and held it in 4 quarters. The position peaked at $57K in Q2 2019. 153 funds tracked by Wall St. Rank hold UPLD as of Q2 2020.

  • Ashburton (Jersey) reported no remaining Upland Software position as of Q2 2020 after selling out during the quarter.
  • Ashburton (Jersey) sold 111 Upland Software shares in Q2 2020, an estimated $30K.
  • Ashburton (Jersey) first reported a position in Upland Software in Q2 2019 and held it in 4 quarters.
  • Ashburton (Jersey)'s Upland Software position peaked at $57K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q2 2020.

Based on Ashburton (Jersey)'s 13F filing for Q2 2020, filed 6 Aug 2020.