GRP
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Global Retirement Partners’s Upland Software UPLD Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-10
Closed -$3K – 1706
2021
Q3 		$3K Buy
+10
New +$3.75K ﹤0.01% 1782

Other funds holding UPLD

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Vanguard Group
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NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Global Retirement Partners's UPLD Position: Q4 2021 in Review

Global Retirement Partners sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 10 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in UPLD in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Global Retirement Partners reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 10 Upland Software shares in Q4 2021, an estimated $3K.
  • Global Retirement Partners first reported a position in Upland Software in Q3 2021 and held it in 1 quarter.
  • Global Retirement Partners's Upland Software position peaked at $3K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.