Ellevest Inc’s Upland Software UPLD Stock Holding History

Ellevest Inc’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
2023 Q1	–	Sell	-27	Closed	-$1.9K	–	2066
2022 Q4	$1.9K	Buy	27 +21	+350%	+$1.56K	﹤0.01%	1401
2022 Q3	$0	Buy	6 +5	+500%	+$553	﹤0.01%	1867
2022 Q2	$0	Buy	+1	New	+$146	﹤0.01%	1695

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ellevest Inc's UPLD Position: Q1 2023 in Review

Ellevest Inc sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 27 shares — an estimated $1.9K sold.

Ellevest Inc first reported a position in UPLD in Q2 2022 and held it in 3 quarters. The position peaked at $1.9K in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

Ellevest Inc reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 27 Upland Software shares in Q1 2023, an estimated $1.9K.
Ellevest Inc first reported a position in Upland Software in Q2 2022 and held it in 3 quarters.
Ellevest Inc's Upland Software position peaked at $1.9K in Q4 2022.
120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.