Coastal Bridge Advisors’s UpHealth, Inc. UPH Stock Holding History

Coastal Bridge Advisors’s Portfolio UPH Stock Details UPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40,000	Closed	-$15.4K	–	187
2023 Q3	$15.4K	Hold	40,000	–	–	﹤0.01%	170
2023 Q2	$75.2K	Hold	40,000	–	–	0.02%	158
2023 Q1	$59.6K	Hold	40,000	–	–	0.02%	160
2022 Q4	$65.2K	Hold	40,000	–	–	0.02%	161
2022 Q3	$213K	Hold	40,000	–	–	0.06%	140
2022 Q2	$237K	Hold	40,000	–	–	0.07%	125
2022 Q1	$472K	Buy	+40,000	New	+$885K	0.11%	91

Other funds holding UPH

Cohanzick Management Pleasantville, New York $231M AUM 3.17% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return

Coastal Bridge Advisors's UPH Position: Q4 2023 in Review

Coastal Bridge Advisors sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 40,000 shares — an estimated $15.4K sold.

Coastal Bridge Advisors first reported a position in UPH in Q1 2022 and held it in 7 quarters. The position peaked at $472K in Q1 2022. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

Coastal Bridge Advisors reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
Coastal Bridge Advisors sold 40,000 UpHealth, Inc. shares in Q4 2023, an estimated $15.4K.
Coastal Bridge Advisors first reported a position in UpHealth, Inc. in Q1 2022 and held it in 7 quarters.
Coastal Bridge Advisors's UpHealth, Inc. position peaked at $472K in Q1 2022.
5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Coastal Bridge Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.