CI Investments Inc
UPLD icon

CI Investments Inc’s Upland Software UPLD Stock Holding History

CI Investments Inc’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
-42,828
Closed -$14.3M – 1447
2021
Q3 		$14.3M Buy
42,828
+15,932
+59% +$5.97M 0.05% 260
2021
Q2 		$11.1M Buy
26,896
+15,849
+143% +$6.97M 0.04% 284
2021
Q1 		$5.21M Sell
11,047
-400
-3% -$193K 0.02% 306
2020
Q4 		$5.25M Sell
11,447
-750
-6% -$330K 0.02% 300
2020
Q3 		$4.6M Buy
12,197
+1,607
+15% +$579K 0.02% 275
2020
Q2 		$3.68M Buy
10,590
+1,250
+13% +$390K 0.02% 288
2020
Q1 		$2.5M Buy
+9,340
New +$3.38M 0.02% 273

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

CI Investments Inc's UPLD Position: Q4 2021 in Review

CI Investments Inc sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 42,828 shares — an estimated $14.3M sold.

CI Investments Inc first reported a position in UPLD in Q1 2020 and held it in 7 quarters. The position peaked at $14.3M in Q3 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • CI Investments Inc reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 42,828 Upland Software shares in Q4 2021, an estimated $14.3M.
  • CI Investments Inc first reported a position in Upland Software in Q1 2020 and held it in 7 quarters.
  • CI Investments Inc's Upland Software position peaked at $14.3M in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.