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Eaton Vance Management’s Upland Software UPLD Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-450
Closed -$81K – 2670
2021
Q4 		$81K Hold
450
– – ﹤0.01% 1914
2021
Q3 		$150K Hold
450
– – ﹤0.01% 1374
2021
Q2 		$185K Hold
450
– – ﹤0.01% 1639
2021
Q1 		$212K Hold
450
– – ﹤0.01% 1451
2020
Q4 		$207K Buy
+450
New +$198K ﹤0.01% 1408

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Eaton Vance Management's UPLD Position: Q1 2022 in Review

Eaton Vance Management sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 450 shares — an estimated $81K sold.

Eaton Vance Management first reported a position in UPLD in Q4 2020 and held it in 5 quarters. The position peaked at $212K in Q1 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Eaton Vance Management reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 450 Upland Software shares in Q1 2022, an estimated $81K.
  • Eaton Vance Management first reported a position in Upland Software in Q4 2020 and held it in 5 quarters.
  • Eaton Vance Management's Upland Software position peaked at $212K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.