Harel Insurance Investments & Financial Services’s Upland Software UPLD Stock Holding History

Harel Insurance Investments & Financial Services’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	-59	Closed	-$20K	–	822
2021 Q3	$20K	Buy	59 +18	+44%	+$6.75K	﹤0.01%	617
2021 Q2	$17K	Sell	41 -71	-63%	-$31.2K	﹤0.01%	738
2021 Q1	$115K	Buy	112 +38	+51%	+$18.3K	﹤0.01%	610
2020 Q4	$34K	Buy	+74	New	+$32.6K	﹤0.01%	631
2020 Q3	–	Sell	-500	Closed	-$174K	–	719
2020 Q2	$174K	Buy	+500	New	+$156K	0.01%	264

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

NSCM

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

PCP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Harel Insurance Investments & Financial Services's UPLD Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 59 shares — an estimated $20K sold.

Harel Insurance Investments & Financial Services first reported a position in UPLD in Q2 2020 and held it in 5 quarters. The position peaked at $174K in Q2 2020. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Harel Insurance Investments & Financial Services reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 59 Upland Software shares in Q4 2021, an estimated $20K.
Harel Insurance Investments & Financial Services first reported a position in Upland Software in Q2 2020 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Upland Software position peaked at $174K in Q2 2020.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.