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Evanson Asset Management’s Upland Software UPLD Stock Holding History

Evanson Asset 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
2020
Q1 		– Sell
-1,089
Closed -$389K – 245
2019
Q4 		$389K Hold
1,089
– – 0.08% 152
2019
Q3 		$380K Hold
1,089
– – 0.08% 150
2019
Q2 		$496K Hold
1,089
– – 0.1% 121
2019
Q1 		$461K Hold
1,089
– – 0.1% 129
2018
Q4 		$296K Buy
1,089
+169
+18% +$50.7K 0.07% 170
2018
Q3 		$297K Hold
920
– – 0.06% 183
2018
Q2 		$316K Hold
920
– – 0.06% 184
2018
Q1 		$265K Buy
+920
New +$227K 0.05% 204

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Evanson Asset Management's UPLD Position: Q1 2020 in Review

Evanson Asset Management sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 1,089 shares — an estimated $389K sold.

Evanson Asset Management first reported a position in UPLD in Q1 2018 and held it in 8 quarters. The position peaked at $496K in Q2 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

  • Evanson Asset Management reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
  • Evanson Asset Management sold 1,089 Upland Software shares in Q1 2020, an estimated $389K.
  • Evanson Asset Management first reported a position in Upland Software in Q1 2018 and held it in 8 quarters.
  • Evanson Asset Management's Upland Software position peaked at $496K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on Evanson Asset Management's 13F filing for Q1 2020, filed 24 Apr 2020.