HighTower Advisors’s Upland Software UPLD Stock Holding History

HighTower 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
2021 Q4	–	Sell	-6,790	Closed	-$2.27M	–	3485
2021 Q3	$2.27M	Buy	6,790 +155	+2%	+$58.1K	0.01%	1188
2021 Q2	$2.73M	Buy	6,635 +95	+1%	+$41.8K	0.01%	1058
2021 Q1	$3.09M	Hold	6,540	–	–	0.01%	919
2020 Q4	$3M	Hold	6,540	–	–	0.01%	749
2020 Q3	$2.47M	Buy	6,540 +1,991	+44%	+$718K	0.01%	803
2020 Q2	$1.58M	Buy	4,549 +1,592	+54%	+$496K	0.01%	903
2020 Q1	$793K	Buy	2,957 +1,422	+93%	+$514K	0.01%	1119
2019 Q4	$547K	Buy	1,535 +1	+0.1%	+$374	﹤0.01%	1409
2019 Q3	$534K	Buy	1,534 +237	+18%	+$98.4K	﹤0.01%	1478
2019 Q2	$590K	Buy	1,297 +210	+19%	+$96.2K	﹤0.01%	1436
2019 Q1	$459K	Buy	1,087 +245	+29%	+$83.3K	﹤0.01%	1499
2018 Q4	$228K	Buy	+842	New	+$253K	﹤0.01%	1757
2018 Q3	–	Sell	-1,896	Closed	-$646K	–	2425
2018 Q2	$646K	Buy	+1,896	New	+$594K	0.01%	1327

Other funds holding UPLD

MAMU

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

BlackRock New York $5.72T AUM 30.48% 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 $209M AUM 9.57% 1-Year Est. Return

PCP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HighTower Advisors's UPLD Position: Q4 2021 in Review

HighTower Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 6,790 shares — an estimated $2.27M sold.

HighTower Advisors first reported a position in UPLD in Q2 2018 and held it in 13 quarters. The position peaked at $3.09M in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

HighTower Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 6,790 Upland Software shares in Q4 2021, an estimated $2.27M.
HighTower Advisors first reported a position in Upland Software in Q2 2018 and held it in 13 quarters.
HighTower Advisors's Upland Software position peaked at $3.09M in Q1 2021.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.