CAM
UPH

Cresset Asset Management’s UpHealth, Inc. UPH Stock Holding History

Cresset Asset Management’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
-39,599
Closed -$38.8K – 1946
2023
Q3 		$38.8K Hold
39,599
– – ﹤0.01% 1756
2023
Q2 		$74.4K Buy
+39,599
New +$65.5K ﹤0.01% 1826

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Cresset Asset Management's UPH Position: Q4 2023 in Review

Cresset Asset Management sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 39,599 shares — an estimated $38.8K sold.

Cresset Asset Management first reported a position in UPH in Q2 2023 and held it in 2 quarters. The position peaked at $74.4K in Q2 2023. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Cresset Asset Management reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Cresset Asset Management sold 39,599 UpHealth, Inc. shares in Q4 2023, an estimated $38.8K.
  • Cresset Asset Management first reported a position in UpHealth, Inc. in Q2 2023 and held it in 2 quarters.
  • Cresset Asset Management's UpHealth, Inc. position peaked at $74.4K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Cresset Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.