BIT
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BlackRock Institutional Trust’s Upland Software UPLD Stock Holding History

BlackRock Institutional Trust’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
2016
Q2 		– Sell
-14,015
Closed -$963K – 3955
2016
Q1 		$963K Sell
14,015
-2
-0% -$135 ﹤0.01% 3294
2015
Q4 		$988K Sell
14,017
-417
-3% -$31.5K ﹤0.01% 3328
2015
Q3 		$1.14M Buy
14,434
+7,599
+111% +$613K ﹤0.01% 3299
2015
Q2 		$630K Buy
+6,835
New +$505K ﹤0.01% 3461

Other funds holding UPLD

SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EM
Emancipation Management New York $21.9M AUM 18.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return