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Catalyst Capital Advisors’s Upland Software UPLD Stock Holding History

Catalyst Capital 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
2021
Q2 		– Sell
-746
Closed -$352K – 406
2021
Q1 		$352K Sell
746
-90
-11% -$43.4K 0.02% 197
2020
Q4 		$384K Sell
836
-50
-6% -$22K 0.02% 193
2020
Q3 		$334K Sell
886
-154
-15% -$55.5K 0.02% 194
2020
Q2 		$362K Buy
+1,040
New +$324K 0.02% 196

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Catalyst Capital Advisors's UPLD Position: Q2 2021 in Review

Catalyst Capital Advisors sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 746 shares — an estimated $352K sold.

Catalyst Capital Advisors first reported a position in UPLD in Q2 2020 and held it in 4 quarters. The position peaked at $384K in Q4 2020. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Catalyst Capital Advisors reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Catalyst Capital Advisors sold 746 Upland Software shares in Q2 2021, an estimated $352K.
  • Catalyst Capital Advisors first reported a position in Upland Software in Q2 2020 and held it in 4 quarters.
  • Catalyst Capital Advisors's Upland Software position peaked at $384K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Catalyst Capital Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.