KeyBank National Association
UPLD icon

KeyBank National Association’s Upland Software UPLD Stock Holding History

KeyBank National Association’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
Q2 		– Sell
-481
Closed -$227K – 1087
2021
Q1 		$227K Sell
481
-22
-4% -$10.6K ﹤0.01% 1003
2020
Q4 		$231K Buy
+503
New +$222K ﹤0.01% 966

Other funds holding UPLD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

KeyBank National Association's UPLD Position: Q2 2021 in Review

KeyBank National Association sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 481 shares — an estimated $227K sold.

KeyBank National Association first reported a position in UPLD in Q4 2020 and held it in 2 quarters. The position peaked at $231K in Q4 2020. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • KeyBank National Association reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • KeyBank National Association sold 481 Upland Software shares in Q2 2021, an estimated $227K.
  • KeyBank National Association first reported a position in Upland Software in Q4 2020 and held it in 2 quarters.
  • KeyBank National Association's Upland Software position peaked at $231K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on KeyBank National Association's 13F filing for Q2 2021, filed 12 Aug 2021.