Great Lakes Advisors’s Upland Software UPLD Stock Holding History

Great Lakes Advisors’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
2020 Q4	–	Sell	-1,912	Closed	-$721K	–	663
2020 Q3	$721K	Buy	+1,912	New	+$689K	0.02%	423

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Great Lakes Advisors's UPLD Position: Q4 2020 in Review

Great Lakes Advisors sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 1,912 shares — an estimated $721K sold.

Great Lakes Advisors first reported a position in UPLD in Q3 2020 and held it in 1 quarter. The position peaked at $721K in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

Great Lakes Advisors reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
Great Lakes Advisors sold 1,912 Upland Software shares in Q4 2020, an estimated $721K.
Great Lakes Advisors first reported a position in Upland Software in Q3 2020 and held it in 1 quarter.
Great Lakes Advisors's Upland Software position peaked at $721K in Q3 2020.
188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Great Lakes Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.