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Berman Capital Advisors’s Upland Software UPLD Stock Holding History

Berman Capital Advisors’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
Q3 		$0 Buy
+2
New +$750 ﹤0.01% 2232

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's UPLD Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Upland Software (UPLD) in Q3 2021: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings.

153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Berman Capital Advisors held 2 shares of Upland Software worth $0 as of Q3 2021.
  • Upland Software was a new Berman Capital Advisors position in Q3 2021.
  • Upland Software made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2232 holding.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.