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Dorsey Wright & Associates’s Upland Software UPLD Stock Holding History

Dorsey Wright & Associates’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
-54
Closed -$25K – 335
2019
Q2 		$25K Buy
54
+13
+32% +$5.95K 0.01% 140
2019
Q1 		$17K Sell
41
-41
-50% -$13.9K ﹤0.01% 141
2018
Q4 		$22K Buy
82
+14
+21% +$4.2K 0.01% 132
2018
Q3 		$22K Buy
+68
New +$23.5K ﹤0.01% 151

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 $691M AUM 27.96% 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

Dorsey Wright & Associates's UPLD Position: Q3 2019 in Review

Dorsey Wright & Associates sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 54 shares — an estimated $25K sold.

Dorsey Wright & Associates first reported a position in UPLD in Q3 2018 and held it in 4 quarters. The position peaked at $25K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Dorsey Wright & Associates reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • Dorsey Wright & Associates sold 54 Upland Software shares in Q3 2019, an estimated $25K.
  • Dorsey Wright & Associates first reported a position in Upland Software in Q3 2018 and held it in 4 quarters.
  • Dorsey Wright & Associates's Upland Software position peaked at $25K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Dorsey Wright & Associates's 13F filing for Q3 2019, filed 31 Oct 2019.