Ergoteles’s UpHealth, Inc. UPH Stock Holding History

Ergoteles’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
2022 Q4	–	Sell	-7,445	Closed	-$40K	–	2133
2022 Q3	$40K	Buy	+7,445	New	+$44.5K	﹤0.01%	1455
2022 Q2	–	Sell	-4,680	Closed	-$55K	–	2129
2022 Q1	$55K	Buy	+4,680	New	+$104K	﹤0.01%	1151

Other funds holding UPH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Ergoteles's UPH Position: Q4 2022 in Review

Ergoteles sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 7,445 shares — an estimated $40K sold.

Ergoteles first reported a position in UPH in Q1 2022 and held it in 2 quarters. The position peaked at $55K in Q1 2022. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

Ergoteles reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 7,445 UpHealth, Inc. shares in Q4 2022, an estimated $40K.
Ergoteles first reported a position in UpHealth, Inc. in Q1 2022 and held it in 2 quarters.
Ergoteles's UpHealth, Inc. position peaked at $55K in Q1 2022.
32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.