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Freedom Investment Management’s Upland Software UPLD Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-659
Closed -$237K – 899
2018
Q3 		$237K Sell
659
-74
-10% -$25.6K 0.01% 782
2018
Q2 		$252K Sell
733
-126
-15% -$39.5K 0.02% 816
2018
Q1 		$247K Buy
+859
New +$212K 0.01% 951

Other funds holding UPLD

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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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Freedom Investment Management's UPLD Position: Q4 2018 in Review

Freedom Investment Management sold out of Upland Software (UPLD) in Q4 2018, closing a stake of 659 shares — an estimated $237K sold.

Freedom Investment Management first reported a position in UPLD in Q1 2018 and held it in 3 quarters. The position peaked at $252K in Q2 2018. 152 funds tracked by Wall St. Rank hold UPLD as of Q4 2018.

  • Freedom Investment Management reported no remaining Upland Software position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 659 Upland Software shares in Q4 2018, an estimated $237K.
  • Freedom Investment Management first reported a position in Upland Software in Q1 2018 and held it in 3 quarters.
  • Freedom Investment Management's Upland Software position peaked at $252K in Q2 2018.
  • 152 funds tracked by Wall St. Rank held Upland Software as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.