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Jacobi Capital Management’s Upland Software UPLD Stock Holding History

Jacobi Capital Management’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
Q1 		– Sell
-4
Closed -$2K – 1463
2020
Q4 		$2K Hold
4
– – ﹤0.01% 1182
2020
Q3 		$2K Hold
4
– – ﹤0.01% 1127
2020
Q2 		$1K Hold
4
– – ﹤0.01% 1192
2020
Q1 		$1K Buy
+4
New +$1.45K ﹤0.01% 1097

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jacobi Capital Management's UPLD Position: Q1 2021 in Review

Jacobi Capital Management sold out of Upland Software (UPLD) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in UPLD in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 175 funds tracked by Wall St. Rank hold UPLD as of Q1 2021.

  • Jacobi Capital Management reported no remaining Upland Software position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 4 Upland Software shares in Q1 2021, an estimated $2K.
  • Jacobi Capital Management first reported a position in Upland Software in Q1 2020 and held it in 4 quarters.
  • Jacobi Capital Management's Upland Software position peaked at $2K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.