HM
UPL

Howard Marks’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

Howard Marks’s Portfolio UPL Stock Details UPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-590,799
Closed -$133K – 205
2019
Q3 		$133K Hold
590,799
– – ﹤0.01% 201
2019
Q2 		$109K Hold
590,799
– – ﹤0.01% 204
2019
Q1 		$361K Sell
590,799
-45,426
-7% -$33.1K 0.01% 209
2018
Q4 		$486K Sell
636,225
-47,407
-7% -$59.9K 0.01% 192
2018
Q3 		$766K Sell
683,632
-24,827
-4% -$36.8K 0.01% 211
2018
Q2 		$1.64M Hold
708,459
– – 0.02% 197
2018
Q1 		$2.95M Sell
708,459
-79,707
-10% -$466K 0.05% 190
2017
Q4 		$7.14M Hold
788,166
– – 0.11% 157
2017
Q3 		$6.83M Sell
788,166
-34,878
-4% -$318K 0.1% 160
2017
Q2 		$8.93M Buy
+823,044
New +$9.29M 0.15% 136

Other funds holding UPL

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Howard Marks's UPL Position: Q4 2019 in Review

Howard Marks sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q4 2019, closing a stake of 590,799 shares — an estimated $133K sold.

Howard Marks first reported a position in UPL in Q2 2017 and held it in 10 quarters. The position peaked at $8.93M in Q2 2017. 7 funds tracked by Wall St. Rank hold UPL as of Q4 2019.

  • Howard Marks reported no remaining Ultra Petroleum Corp. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Howard Marks sold 590,799 Ultra Petroleum Corp. Common Stock shares in Q4 2019, an estimated $133K.
  • Howard Marks first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2017 and held it in 10 quarters.
  • Howard Marks's Ultra Petroleum Corp. Common Stock position peaked at $8.93M in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q4 2019.

Based on Oaktree Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.