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Carillon Tower Advisers’s Upland Software UPLD Stock Holding History

Carillon Tower Advisers’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 		$5.31M Sell
11,564
-570
-5% -$251K 0.03% 406
2020
Q3 		$4.58M Buy
12,134
+3,744
+45% +$1.35M 0.06% 346
2020
Q2 		$2.92M Buy
8,390
+6,340
+309% +$1.98M 0.02% 410
2020
Q1 		$550K Buy
+2,050
New +$741K 0.01% 438

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
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
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

Carillon Tower Advisers's UPLD Position: Q4 2020 in Review

Carillon Tower Advisers reduced its Upland Software (UPLD) stake by 4.7% in Q4 2020, selling an estimated $251K and leaving 11,564 shares worth $5.31M. The position accounts for 0.03% of the portfolio, ranked #406.

Carillon Tower Advisers first reported a position in UPLD in Q1 2020 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

  • Carillon Tower Advisers held 11,564 shares of Upland Software worth $5.31M as of Q4 2020.
  • Carillon Tower Advisers sold 570 Upland Software shares in Q4 2020, an estimated $251K.
  • Upland Software made up 0.03% of Carillon Tower Advisers's portfolio in Q4 2020, its #406 holding.
  • Carillon Tower Advisers first reported a position in Upland Software in Q1 2020 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.