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Farmers & Merchants Investments Inc’s Upland Software UPLD Stock Holding History

Farmers & Merchants Investments 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
2021
Q2 		– Sell
-19
Closed -$9K – 974
2021
Q1 		$9K Hold
19
– – ﹤0.01% 662
2020
Q4 		$9K Hold
19
– – ﹤0.01% 645
2020
Q3 		$7K Sell
19
-6
-24% -$2.16K ﹤0.01% 664
2020
Q2 		$9K Buy
25
+4
+19% +$1.25K ﹤0.01% 578
2020
Q1 		$6K Buy
21
+5
+31% +$1.81K ﹤0.01% 631
2019
Q4 		$6K Hold
16
– – ﹤0.01% 725
2019
Q3 		$6K Hold
16
– – ﹤0.01% 705
2019
Q2 		$7K Sell
16
-4
-20% -$1.83K ﹤0.01% 672
2019
Q1 		$8K Hold
20
– – ﹤0.01% 616
2018
Q4 		$5K Sell
20
-4
-17% -$1.2K ﹤0.01% 666
2018
Q3 		$8K Hold
24
– – ﹤0.01% 604
2018
Q2 		$8K Buy
+24
New +$7.52K ﹤0.01% 600

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Farmers & Merchants Investments Inc's UPLD Position: Q2 2021 in Review

Farmers & Merchants Investments Inc sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 19 shares — an estimated $9K sold.

Farmers & Merchants Investments Inc first reported a position in UPLD in Q2 2018 and held it in 12 quarters. The position peaked at $9K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Farmers & Merchants Investments Inc reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 19 Upland Software shares in Q2 2021, an estimated $9K.
  • Farmers & Merchants Investments Inc first reported a position in Upland Software in Q2 2018 and held it in 12 quarters.
  • Farmers & Merchants Investments Inc's Upland Software position peaked at $9K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2021, filed 16 Jul 2021.