Jacobs Levy Equity Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $896K | Buy |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $5.03M | Buy |
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|
2022
Q2 | $3.42M | Sell |
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|
2022
Q1 | $5.06M | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $137K | Sell |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $181K | Sell |
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|
2016
Q1 | $203K | Sell |
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|
2015
Q4 | $291K | Buy |
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