LCAM
UPLD icon

Lee Capital Asset Management’s Upland Software UPLD Stock Holding History

Lee Capital Asset Management’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
-2,624
Closed -$915K – 35
2019
Q3 		$915K Buy
+2,624
New +$1.09M 1.33% 25

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
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
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

Lee Capital Asset Management's UPLD Position: Q4 2019 in Review

Lee Capital Asset Management sold out of Upland Software (UPLD) in Q4 2019, closing a stake of 2,624 shares — an estimated $915K sold.

Lee Capital Asset Management first reported a position in UPLD in Q3 2019 and held it in 1 quarter. The position peaked at $915K in Q3 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Lee Capital Asset Management reported no remaining Upland Software position as of Q4 2019 after selling out during the quarter.
  • Lee Capital Asset Management sold 2,624 Upland Software shares in Q4 2019, an estimated $915K.
  • Lee Capital Asset Management first reported a position in Upland Software in Q3 2019 and held it in 1 quarter.
  • Lee Capital Asset Management's Upland Software position peaked at $915K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.