Bank of Montreal
UPH

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

Bank of Montreal’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
2021
Q2 		– Sell
-541
Closed -$54K – 5324
2021
Q1 		$54K Buy
541
+500
+1,220% +$51.7K ﹤0.01% 3663
2020
Q4 		$4K Buy
+41
New +$4.22K ﹤0.01% 4798

Other funds holding UPH

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
OPAM
Olympus Peak Asset Management Greenwich, Connecticut $103M AUM 58.06% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

Bank of Montreal's UPH Position: Q2 2021 in Review

Bank of Montreal sold out of UpHealth, Inc. (UPH) in Q2 2021, closing a stake of 541 shares — an estimated $54K sold.

Bank of Montreal first reported a position in UPH in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q1 2021. 35 funds tracked by Wall St. Rank hold UPH as of Q2 2021.

  • Bank of Montreal reported no remaining UpHealth, Inc. position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 541 UpHealth, Inc. shares in Q2 2021, an estimated $54K.
  • Bank of Montreal first reported a position in UpHealth, Inc. in Q4 2020 and held it in 2 quarters.
  • Bank of Montreal's UpHealth, Inc. position peaked at $54K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.