DWM
UPH

Dakota Wealth Management’s UpHealth, Inc. UPH Stock Holding History

Dakota Wealth 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
2020
Q1 		– Sell
-9,550
Closed -$948K – 342
2019
Q4 		$948K Buy
9,550
+370
+4% +$36.5K 0.15% 133
2019
Q3 		$902K Buy
+9,180
New +$900K 0.16% 136

Other funds holding UPH

UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Dakota Wealth Management's UPH Position: Q1 2020 in Review

Dakota Wealth Management sold out of UpHealth, Inc. (UPH) in Q1 2020, closing a stake of 9,550 shares — an estimated $948K sold.

Dakota Wealth Management first reported a position in UPH in Q3 2019 and held it in 2 quarters. The position peaked at $948K in Q4 2019. 28 funds tracked by Wall St. Rank hold UPH as of Q1 2020.

  • Dakota Wealth Management reported no remaining UpHealth, Inc. position as of Q1 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 9,550 UpHealth, Inc. shares in Q1 2020, an estimated $948K.
  • Dakota Wealth Management first reported a position in UpHealth, Inc. in Q3 2019 and held it in 2 quarters.
  • Dakota Wealth Management's UpHealth, Inc. position peaked at $948K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.