Jefferies Group’s Upland Software UPLD Stock Holding History

Jefferies Group’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
2019 Q4	–	Sell	-1,084	Closed	-$378K	–	3027
2019 Q3	$378K	Buy	+1,084	New	+$450K	﹤0.01%	2036

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Jefferies Group's UPLD Position: Q4 2019 in Review

Jefferies Group sold out of Upland Software (UPLD) in Q4 2019, closing a stake of 1,084 shares — an estimated $378K sold.

Jefferies Group first reported a position in UPLD in Q3 2019 and held it in 1 quarter. The position peaked at $378K in Q3 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

Jefferies Group reported no remaining Upland Software position as of Q4 2019 after selling out during the quarter.
Jefferies Group sold 1,084 Upland Software shares in Q4 2019, an estimated $378K.
Jefferies Group first reported a position in Upland Software in Q3 2019 and held it in 1 quarter.
Jefferies Group's Upland Software position peaked at $378K in Q3 2019.
163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.