Bank of New York Mellon
UPH

Bank of New York Mellon’s UpHealth, Inc. UPH Stock Holding History

Bank of New York Mellon’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
2022
Q4 		– Sell
-14,224
Closed -$76K – 4600
2022
Q3 		$76K Buy
14,224
+366
+3% +$2.19K ﹤0.01% 4250
2022
Q2 		$82K Sell
13,858
-894
-6% -$6.96K ﹤0.01% 4268
2022
Q1 		$174K Buy
14,752
+4,210
+40% +$93.1K ﹤0.01% 4285
2021
Q4 		$236K Buy
+10,542
New +$244K ﹤0.01% 4203

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Bank of New York Mellon's UPH Position: Q4 2022 in Review

Bank of New York Mellon sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 14,224 shares — an estimated $76K sold.

Bank of New York Mellon first reported a position in UPH in Q4 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Bank of New York Mellon reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Bank of New York Mellon sold 14,224 UpHealth, Inc. shares in Q4 2022, an estimated $76K.
  • Bank of New York Mellon first reported a position in UpHealth, Inc. in Q4 2021 and held it in 4 quarters.
  • Bank of New York Mellon's UpHealth, Inc. position peaked at $236K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Bank of New York Mellon's 13F filing for Q4 2022, filed 14 Feb 2023.