Blue Trust Inc’s Upland Software UPLD Stock Holding History

Blue Trust Inc’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
2024 Q4	–	Sell	-15	Closed	-$361	–	2975
2024 Q3	$361	Buy	+15	New	+$346	﹤0.01%	2821

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Blue Trust Inc's UPLD Position: Q4 2024 in Review

Blue Trust Inc sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 15 shares — an estimated $361 sold.

Blue Trust Inc first reported a position in UPLD in Q3 2024 and held it in 1 quarter. The position peaked at $361 in Q3 2024. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

Blue Trust Inc reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 15 Upland Software shares in Q4 2024, an estimated $361.
Blue Trust Inc first reported a position in Upland Software in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Upland Software position peaked at $361 in Q3 2024.
74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.