Corient Private Wealth’s UpHealth, Inc. UPH Stock Holding History

Corient Private Wealth’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 Q3	–	Sell	-13,298	Closed	-$25K	–	2274
2023 Q2	$25K	Hold	13,298	–	–	﹤0.01%	2042
2023 Q1	$19.8K	Hold	13,298	–	–	﹤0.01%	1976
2022 Q4	$21.7K	Buy	+13,298	New	+$51.8K	﹤0.01%	1667

Other funds holding UPH

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Corient Private Wealth's UPH Position: Q3 2023 in Review

Corient Private Wealth sold out of UpHealth, Inc. (UPH) in Q3 2023, closing a stake of 13,298 shares — an estimated $25K sold.

Corient Private Wealth first reported a position in UPH in Q4 2022 and held it in 3 quarters. The position peaked at $25K in Q2 2023. 33 funds tracked by Wall St. Rank hold UPH as of Q3 2023.

Corient Private Wealth reported no remaining UpHealth, Inc. position as of Q3 2023 after selling out during the quarter.
Corient Private Wealth sold 13,298 UpHealth, Inc. shares in Q3 2023, an estimated $25K.
Corient Private Wealth first reported a position in UpHealth, Inc. in Q4 2022 and held it in 3 quarters.
Corient Private Wealth's UpHealth, Inc. position peaked at $25K in Q2 2023.
33 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.