KA
UPH

Klingman & Associates’s UpHealth, Inc. UPH Stock Holding History

Klingman & Associates’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
2022
Q4 		– Sell
-2,000
Closed -$11K – 207
2022
Q3 		$11K Hold
2,000
– – ﹤0.01% 188
2022
Q2 		$12K Hold
2,000
– – ﹤0.01% 193
2022
Q1 		$24K Buy
+2,000
New +$44.2K ﹤0.01% 204

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Klingman & Associates's UPH Position: Q4 2022 in Review

Klingman & Associates sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 2,000 shares — an estimated $11K sold.

Klingman & Associates first reported a position in UPH in Q1 2022 and held it in 3 quarters. The position peaked at $24K in Q1 2022. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Klingman & Associates reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Klingman & Associates sold 2,000 UpHealth, Inc. shares in Q4 2022, an estimated $11K.
  • Klingman & Associates first reported a position in UpHealth, Inc. in Q1 2022 and held it in 3 quarters.
  • Klingman & Associates's UpHealth, Inc. position peaked at $24K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Klingman & Associates's 13F filing for Q4 2022, filed 3 Feb 2023.