IA
UPH

IFP Advisors’s UpHealth, Inc. UPH Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-242,000
Closed -$2.24M – 4647
2022
Q4 		$2.24M Buy
242,000
+219,980
+999% +$856K 0.06% 346
2022
Q3 		$2.19M Buy
22,020
+10,000
+83% +$59.8K 0.06% 361
2022
Q2 		$1.19M Hold
12,020
– – 0.04% 522
2022
Q1 		$1.19M Buy
+12,020
New +$266K 0.04% 522

Other funds holding UPH

AC
Armistice Capital New York $3.03B AUM 36.06% 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 $376B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $11.4M 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