Brookfield Corp’s Upland Software UPLD Stock Holding History

Brookfield Corp’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
2020 Q4	–	Sell	-1,410	Closed	-$531K	–	526
2020 Q3	$531K	Buy	+1,410	New	+$508K	﹤0.01%	345

Other funds holding UPLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Brookfield Corp's UPLD Position: Q4 2020 in Review

Brookfield Corp sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 1,410 shares — an estimated $531K sold.

Brookfield Corp first reported a position in UPLD in Q3 2020 and held it in 1 quarter. The position peaked at $531K in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

Brookfield Corp reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
Brookfield Corp sold 1,410 Upland Software shares in Q4 2020, an estimated $531K.
Brookfield Corp first reported a position in Upland Software in Q3 2020 and held it in 1 quarter.
Brookfield Corp's Upland Software position peaked at $531K in Q3 2020.
188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Brookfield Corp's 13F filing for Q4 2020, filed 16 Feb 2021.