KACA
UPH

Kayne Anderson Capital Advisors’s UpHealth, Inc. UPH Stock Holding History

Kayne Anderson Capital 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
Q4 		– Sell
-1,065,509
Closed -$409K – 109
2023
Q3 		$409K Hold
1,065,509
– – 0.01% 81
2023
Q2 		$2M Hold
1,065,509
– – 0.06% 53
2023
Q1 		$1.59M Hold
1,065,509
– – 0.05% 60
2022
Q4 		$1.74M Buy
1,065,509
+550,001
+107% +$2.14M 0.05% 56
2022
Q3 		$3.78M Hold
515,508
– – 0.11% 50
2022
Q2 		$3.04M Hold
515,508
– – 0.08% 54
2022
Q1 		$6.08M Hold
515,508
– – 0.15% 55
2021
Q4 		$11.5M Hold
515,508
– – 0.34% 49
2021
Q3 		$34.7M Hold
515,508
– – 1.03% 28
2021
Q2 		$34.7M Buy
+515,508
New +$48.4M 0.99% 30

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Kayne Anderson Capital Advisors's UPH Position: Q4 2023 in Review

Kayne Anderson Capital Advisors sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 1,065,509 shares — an estimated $409K sold.

Kayne Anderson Capital Advisors first reported a position in UPH in Q2 2021 and held it in 10 quarters. The position peaked at $34.7M in Q3 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Kayne Anderson Capital Advisors reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Kayne Anderson Capital Advisors sold 1,065,509 UpHealth, Inc. shares in Q4 2023, an estimated $409K.
  • Kayne Anderson Capital Advisors first reported a position in UpHealth, Inc. in Q2 2021 and held it in 10 quarters.
  • Kayne Anderson Capital Advisors's UpHealth, Inc. position peaked at $34.7M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Kayne Anderson Capital Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.