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Crown Advisors Management’s Upland Software UPLD Stock Holding History

Crown Advisors Management’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
2019
Q3 		– Sell
-5,000
Closed -$2.28M – 53
2019
Q2 		$2.28M Buy
+5,000
New +$2.29M 1.58% 31

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Crown Advisors Management's UPLD Position: Q3 2019 in Review

Crown Advisors Management sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 5,000 shares — an estimated $2.28M sold.

Crown Advisors Management first reported a position in UPLD in Q2 2019 and held it in 1 quarter. The position peaked at $2.28M in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Crown Advisors Management reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • Crown Advisors Management sold 5,000 Upland Software shares in Q3 2019, an estimated $2.28M.
  • Crown Advisors Management first reported a position in Upland Software in Q2 2019 and held it in 1 quarter.
  • Crown Advisors Management's Upland Software position peaked at $2.28M in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Crown Advisors Management's 13F filing for Q3 2019, filed 12 Nov 2019.