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Burkett Financial Services’s Upland Software UPLD Stock Holding History

Burkett Financial Services’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 -$374 – 226
2024
Q3 		$374 Buy
15
+10
+200% +$231 ﹤0.01% 204
2024
Q2 		$125 Hold
5
– – ﹤0.01% 190
2024
Q1 		$155 Sell
5
-5
-50% -$181 ﹤0.01% 191
2023
Q4 		$423 Buy
+10
New +$432 ﹤0.01% 186

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Burkett Financial Services's UPLD Position: Q4 2024 in Review

Burkett Financial Services sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 15 shares — an estimated $374 sold.

Burkett Financial Services first reported a position in UPLD in Q4 2023 and held it in 4 quarters. The position peaked at $423 in Q4 2023. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • Burkett Financial Services reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • Burkett Financial Services sold 15 Upland Software shares in Q4 2024, an estimated $374.
  • Burkett Financial Services first reported a position in Upland Software in Q4 2023 and held it in 4 quarters.
  • Burkett Financial Services's Upland Software position peaked at $423 in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Burkett Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.