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Cullen/Frost Bankers’s Upland Software UPLD Stock Holding History

Cullen/Frost Bankers’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
2020
Q3 		– Sell
-1
Closed – – 1275
2020
Q2 		$0 Buy
+1
New +$312 ﹤0.01% 1148
2020
Q1 		– Sell
-97
Closed -$35K – 1028
2019
Q4 		$35K Buy
97
+80
+471% +$29.9K ﹤0.01% 669
2019
Q3 		$6K Buy
+17
New +$7.06K ﹤0.01% 898

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cullen/Frost Bankers's UPLD Position: Q3 2020 in Review

Cullen/Frost Bankers sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 1 share.

Cullen/Frost Bankers first reported a position in UPLD in Q3 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Cullen/Frost Bankers reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Cullen/Frost Bankers sold 1 Upland Software share in Q3 2020.
  • Cullen/Frost Bankers first reported a position in Upland Software in Q3 2019 and held it in 3 quarters.
  • Cullen/Frost Bankers's Upland Software position peaked at $35K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Cullen/Frost Bankers's 13F filing for Q3 2020, filed 5 Nov 2020.