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Citizens Financial Group’s Upland Software UPLD Stock Holding History

Citizens Financial Group’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
Q3 		– Sell
-204
Closed -$71K – 903
2020
Q2 		$71K Hold
204
– – 0.01% 412
2020
Q1 		$55K Buy
+204
New +$73.8K ﹤0.01% 414

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Citizens Financial Group's UPLD Position: Q3 2020 in Review

Citizens Financial Group sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 204 shares — an estimated $71K sold.

Citizens Financial Group first reported a position in UPLD in Q1 2020 and held it in 2 quarters. The position peaked at $71K in Q2 2020. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Citizens Financial Group reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 204 Upland Software shares in Q3 2020, an estimated $71K.
  • Citizens Financial Group first reported a position in Upland Software in Q1 2020 and held it in 2 quarters.
  • Citizens Financial Group's Upland Software position peaked at $71K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.