Canada Life’s Upland Software UPLD Stock Holding History

Canada Life’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
2022 Q4	–	Sell	-177	Closed	-$14K	–	2386
2022 Q3	$14K	Hold	177	–	–	﹤0.01%	2309
2022 Q2	$26K	Hold	177	–	–	﹤0.01%	2220
2022 Q1	$33K	Hold	177	–	–	﹤0.01%	2257
2021 Q4	$32K	Hold	177	–	–	﹤0.01%	2288
2021 Q3	$59K	Hold	177	–	–	﹤0.01%	2191
2021 Q2	$73K	Hold	177	–	–	﹤0.01%	2160
2021 Q1	$83K	Hold	177	–	–	﹤0.01%	2152
2020 Q4	$81K	Hold	177	–	–	﹤0.01%	2158
2020 Q3	$67K	Hold	177	–	–	﹤0.01%	2120
2020 Q2	$61K	Hold	177	–	–	﹤0.01%	2174
2020 Q1	$47K	Hold	177	–	–	﹤0.01%	2146
2019 Q4	$63K	Buy	+177	New	+$66.1K	﹤0.01%	2191
2019 Q3	–	Sell	-233	Closed	-$106K	–	2226
2019 Q2	$106K	Hold	233	–	–	﹤0.01%	2209
2019 Q1	$99K	Hold	233	–	–	﹤0.01%	2075
2018 Q4	$61K	Hold	233	–	–	﹤0.01%	2304
2018 Q3	$75K	Hold	233	–	–	﹤0.01%	2289
2018 Q2	$80K	Buy	+233	New	+$73K	﹤0.01%	2267

Other funds holding UPLD

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

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSCM

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Canada Life's UPLD Position: Q4 2022 in Review

Canada Life sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 177 shares — an estimated $14K sold.

Canada Life first reported a position in UPLD in Q2 2018 and held it in 17 quarters. The position peaked at $106K in Q2 2019. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

Canada Life reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
Canada Life sold 177 Upland Software shares in Q4 2022, an estimated $14K.
Canada Life first reported a position in Upland Software in Q2 2018 and held it in 17 quarters.
Canada Life's Upland Software position peaked at $106K in Q2 2019.
131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Canada Life's 13F filing for Q4 2022, filed 10 Feb 2023.