Friess Associates’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-78,858
| Closed | -$3.72M | – | 111 |
|
|
2021
Q1 | $3.72M | Sell |
78,858
-12,995
| -14% | -$613K | 1.45% | 23 |
|
|
2020
Q4 | $4.22M | Sell |
91,853
-6,251
| -6% | -$287K | 0.31% | 63 |
|
|
2020
Q3 | $3.7M | Buy |
98,104
+25,560
| +35% | +$964K | 0.32% | 60 |
|
|
2020
Q2 | $2.52M | Sell |
72,544
-64,684
| -47% | -$2.25M | 0.24% | 74 |
|
|
2020
Q1 | $3.68M | Sell |
137,228
-5,012
| -4% | -$134K | 0.37% | 72 |
|
|
2019
Q4 | $5.08M | Buy |
142,240
+10,048
| +8% | +$359K | 0.35% | 79 |
|
|
2019
Q3 | $4.61M | Sell |
132,192
-5,862
| -4% | -$204K | 0.36% | 70 |
|
|
2019
Q2 | $6.29M | Sell |
138,054
-13,654
| -9% | -$622K | 0.46% | 72 |
|
|
2019
Q1 | $6.43M | Buy |
151,708
+7,779
| +5% | +$330K | 0.47% | 69 |
|
|
2018
Q4 | $3.91M | Buy |
143,929
+27,857
| +24% | +$757K | 0.33% | 79 |
|
|
2018
Q3 | $3.75M | Buy |
116,072
+25,059
| +28% | +$810K | 0.26% | 82 |
|
|
2018
Q2 | $3.13M | Sell |
91,013
-14,110
| -13% | -$485K | 0.25% | 84 |
|
|
2018
Q1 | $3.03M | Buy |
105,123
+5,123
| +5% | +$147K | 0.25% | 84 |
|
|
2017
Q4 | $2.17M | Buy |
+100,000
| New | +$2.17M | 0.18% | 94 |
|