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Central Trust Company’s Upland Software UPLD Stock Holding History

Central Trust Company’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
Q4 		– Sell
-4
Closed -$1K – 1345
2021
Q3 		$1K Hold
4
– – ﹤0.01% 1236
2021
Q2 		$2K Sell
4
-7
-64% -$3.08K ﹤0.01% 1163
2021
Q1 		$5K Buy
11
+1
+10% +$482 ﹤0.01% 1023
2020
Q4 		$4K Buy
10
+1
+11% +$440 ﹤0.01% 1008
2020
Q3 		$3K Sell
9
-8
-47% -$2.88K ﹤0.01% 1008
2020
Q2 		$6K Buy
17
+6
+55% +$1.87K ﹤0.01% 907
2020
Q1 		$3K Sell
11
-6
-35% -$2.17K ﹤0.01% 1046
2019
Q4 		$6K Sell
17
-2
-11% -$747 ﹤0.01% 1040
2019
Q3 		$6K Sell
19
-1
-5% -$415 ﹤0.01% 1011
2019
Q2 		$9K Sell
20
-5
-20% -$2.29K ﹤0.01% 956
2019
Q1 		$11K Sell
25
-1
-4% -$340 ﹤0.01% 870
2018
Q4 		$7K Sell
26
-3
-10% -$900 ﹤0.01% 982
2018
Q3 		$9K Buy
29
+1
+4% +$346 ﹤0.01% 1045
2018
Q2 		$10K Buy
+28
New +$8.78K ﹤0.01% 990

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Central Trust Company's UPLD Position: Q4 2021 in Review

Central Trust Company sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 4 shares — an estimated $1K sold.

Central Trust Company first reported a position in UPLD in Q2 2018 and held it in 14 quarters. The position peaked at $11K in Q1 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Central Trust Company reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Central Trust Company sold 4 Upland Software shares in Q4 2021, an estimated $1K.
  • Central Trust Company first reported a position in Upland Software in Q2 2018 and held it in 14 quarters.
  • Central Trust Company's Upland Software position peaked at $11K in Q1 2019.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Central Trust Company's 13F filing for Q4 2021, filed 8 Feb 2022.