Creative Planning’s UpHealth, Inc. UPH Stock Holding History

Creative Planning’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
2021 Q3	–	Sell	-10	Closed	-$1K	–	2248
2021 Q2	$1K	Sell	10 -1,120	-99%	-$105K	﹤0.01%	2052
2021 Q1	$113K	Buy	+1,130	New	+$117K	﹤0.01%	2229

Other funds holding UPH

KACA

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

Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ICM

III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return

Creative Planning's UPH Position: Q3 2021 in Review

Creative Planning sold out of UpHealth, Inc. (UPH) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Creative Planning first reported a position in UPH in Q1 2021 and held it in 2 quarters. The position peaked at $113K in Q1 2021. 35 funds tracked by Wall St. Rank hold UPH as of Q3 2021.

Creative Planning reported no remaining UpHealth, Inc. position as of Q3 2021 after selling out during the quarter.
Creative Planning sold 10 UpHealth, Inc. shares in Q3 2021, an estimated $1K.
Creative Planning first reported a position in UpHealth, Inc. in Q1 2021 and held it in 2 quarters.
Creative Planning's UpHealth, Inc. position peaked at $113K in Q1 2021.
35 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.