HF
UPH

HRT Financial’s UpHealth, Inc. UPH Stock Holding History

HRT Financial’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,259
Closed -$38K – 3725
2022
Q3 		$38K Buy
+7,259
New +$43.4K ﹤0.01% 2459
2021
Q4 		– Sell
-12,007
Closed -$379K – 4387
2021
Q3 		$379K Sell
12,007
-1,547
-11% -$80.8K ﹤0.01% 2249
2021
Q2 		$913K Buy
13,554
+3,543
+35% +$333K 0.01% 1198
2021
Q1 		$1M Buy
10,011
+141
+1% +$14.6K 0.01% 1137
2020
Q4 		$1.08M Sell
9,870
-23
-0.2% -$2.37K 0.02% 585
2020
Q3 		$1M Buy
+9,893
New +$1.01M 0.03% 543

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

HRT Financial's UPH Position: Q4 2022 in Review

HRT Financial sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 7,259 shares — an estimated $38K sold.

HRT Financial first reported a position in UPH in Q3 2020 and held it in 6 quarters. The position peaked at $1.08M in Q4 2020. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • HRT Financial reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • HRT Financial sold 7,259 UpHealth, Inc. shares in Q4 2022, an estimated $38K.
  • HRT Financial first reported a position in UpHealth, Inc. in Q3 2020 and held it in 6 quarters.
  • HRT Financial's UpHealth, Inc. position peaked at $1.08M in Q4 2020.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on HRT Financial's 13F filing for Q4 2022, filed 10 Feb 2023.