Boston Advisors’s Upland Software UPLD Stock Holding History

Boston 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
2019 Q3	$1.62M	Buy	4,659 +2,626	+129%	+$1.09M	0.08%	290
2019 Q2	$925K	Sell	2,033 -3,536	-63%	-$1.62M	0.05%	378
2019 Q1	$2.36M	Sell	5,569 -1,984	-26%	-$675K	0.12%	204
2018 Q4	$2.05M	Sell	7,553 -12,782	-63%	-$3.83M	0.12%	205
2018 Q3	$6.57M	Sell	20,335 -555	-3%	-$192K	0.28%	96
2018 Q2	$7.18M	Sell	20,890 -428	-2%	-$134K	0.18%	112
2018 Q1	$6.14M	Sell	21,318 -4,944	-19%	-$1.22M	0.16%	137
2017 Q4	$5.69M	Buy	+26,262	New	+$5.77M	0.12%	193

Other funds holding UPLD

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Boston Advisors's UPLD Position: Q3 2019 in Review

Boston Advisors increased its Upland Software (UPLD) stake by 129% in Q3 2019, buying an estimated $1.09M and bringing the position to 4,659 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #290.

Boston Advisors first reported a position in UPLD in Q4 2017 and has held it in 8 quarters since. The position peaked at $7.18M in Q2 2018. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

Boston Advisors held 4,659 shares of Upland Software worth $1.62M as of Q3 2019.
Boston Advisors bought 2,626 Upland Software shares in Q3 2019, an estimated $1.09M.
Upland Software made up 0.08% of Boston Advisors's portfolio in Q3 2019, its #290 holding.
Boston Advisors first reported a position in Upland Software in Q4 2017 and has held it in 8 quarters since.
Boston Advisors's Upland Software position peaked at $7.18M in Q2 2018.
181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.