Geode Capital Management
UPH

Geode Capital Management’s UpHealth, Inc. UPH Stock Holding History

Geode Capital Management’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
2023
Q4 		– Sell
-65,656
Closed -$64.3K – 4811
2023
Q3 		$64.3K Buy
65,656
+15,980
+32% +$23.3K ﹤0.01% 4365
2023
Q2 		$93.4K Hold
49,676
– – ﹤0.01% 4358
2023
Q1 		$74K Buy
49,676
+2
+0% +$4 ﹤0.01% 4430
2022
Q4 		$80K Sell
49,674
-3,613
-7% -$14.1K ﹤0.01% 4474
2022
Q3 		$283K Sell
53,287
-10,945
-17% -$65.4K ﹤0.01% 4023
2022
Q2 		$380K Buy
64,232
+1,972
+3% +$15.3K ﹤0.01% 3905
2022
Q1 		$734K Hold
62,260
– – ﹤0.01% 3759
2021
Q4 		$1.39M Buy
+62,260
New +$1.44M ﹤0.01% 3555

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Geode Capital Management's UPH Position: Q4 2023 in Review

Geode Capital Management sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 65,656 shares — an estimated $64.3K sold.

Geode Capital Management first reported a position in UPH in Q4 2021 and held it in 8 quarters. The position peaked at $1.39M in Q4 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Geode Capital Management reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Geode Capital Management sold 65,656 UpHealth, Inc. shares in Q4 2023, an estimated $64.3K.
  • Geode Capital Management first reported a position in UpHealth, Inc. in Q4 2021 and held it in 8 quarters.
  • Geode Capital Management's UpHealth, Inc. position peaked at $1.39M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Geode Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.