Bank of America
UPH

Bank of America’s UpHealth, Inc. UPH Stock Holding History

Bank of America’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$1 – 8431
2023
Q3 		$1 Hold
1
– – ﹤0.01% 7752
2023
Q2 		$2 Sell
1
-1
-50% -$2 ﹤0.01% 7653
2023
Q1 		$2 Sell
2
-6
-75% -$13 ﹤0.01% 7726
2022
Q4 		$13 Sell
8
-692
-99% -$2.69K ﹤0.01% 8050
2022
Q3 		$4K Buy
+700
New +$4.18K ﹤0.01% 7480
2022
Q2 		– Sell
-893
Closed -$6.95K – 8708
2022
Q1 		$11K Buy
893
+877
+5,481% +$19.4K ﹤0.01% 7728
2021
Q4 		$0 Sell
16
-264
-94% -$6.11K ﹤0.01% 8911
2021
Q3 		$9K Sell
280
-2,370
-89% -$124K ﹤0.01% 7611
2021
Q2 		$178K Sell
2,650
-34,286
-93% -$3.22M ﹤0.01% 6173
2021
Q1 		$3.71M Buy
+36,936
New +$3.82M ﹤0.01% 3702

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Bank of America's UPH Position: Q4 2023 in Review

Bank of America sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 1 share — an estimated $1 sold.

Bank of America first reported a position in UPH in Q1 2021 and held it in 10 quarters. The position peaked at $3.71M in Q1 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Bank of America reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 1 UpHealth, Inc. share in Q4 2023, an estimated $1.
  • Bank of America first reported a position in UpHealth, Inc. in Q1 2021 and held it in 10 quarters.
  • Bank of America's UpHealth, Inc. position peaked at $3.71M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.