Legal & General Group
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Legal & General Group’s Upland Software UPLD Stock Holding History

Legal & General 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
2023
Q2 		– Sell
-288
Closed -$12.4K – 3518
2023
Q1 		$12.4K Hold
288
– – ﹤0.01% 3168
2022
Q4 		$20.6K Sell
288
-1,051
-78% -$78.3K ﹤0.01% 3147
2022
Q3 		$109K Buy
1,339
+96
+8% +$10.6K ﹤0.01% 2795
2022
Q2 		$181K Sell
1,243
-81
-6% -$11.8K ﹤0.01% 2669
2022
Q1 		$233K Hold
1,324
– – ﹤0.01% 2617
2021
Q4 		$237K Buy
1,324
+6
+0.5% +$1.53K ﹤0.01% 2654
2021
Q3 		$441K Buy
1,318
+538
+69% +$202K ﹤0.01% 2447
2021
Q2 		$321K Buy
780
+6
+0.8% +$2.64K ﹤0.01% 2423
2021
Q1 		$365K Buy
774
+10
+1% +$4.83K ﹤0.01% 2350
2020
Q4 		$350K Sell
764
-4
-0.5% -$1.76K ﹤0.01% 2325
2020
Q3 		$289K Sell
768
-57
-7% -$20.5K ﹤0.01% 2296
2020
Q2 		$287K Buy
825
+4
+0.5% +$1.25K ﹤0.01% 2284
2020
Q1 		$220K Sell
821
-663
-45% -$240K ﹤0.01% 2268
2019
Q4 		$530K Buy
1,484
+88
+6% +$32.9K ﹤0.01% 2209
2019
Q3 		$486K Buy
1,396
+920
+193% +$382K ﹤0.01% 2172
2019
Q2 		$216K Buy
476
+180
+61% +$82.4K ﹤0.01% 2331
2019
Q1 		$125K Hold
296
– – ﹤0.01% 2435
2018
Q4 		$81K Buy
296
+62
+26% +$18.6K ﹤0.01% 2517
2018
Q3 		$76K Hold
234
– – ﹤0.01% 2588
2018
Q2 		$80K Buy
234
+96
+70% +$30.1K ﹤0.01% 2559
2018
Q1 		$40K Hold
138
– – ﹤0.01% 2857
2017
Q4 		$30K Sell
138
-40
-22% -$8.78K ﹤0.01% 3061
2017
Q3 		$38K Buy
178
+71
+66% +$16.3K ﹤0.01% 2998
2017
Q2 		$24K Buy
+107
New +$21.8K ﹤0.01% 3117

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group's UPLD Position: Q2 2023 in Review

Legal & General Group sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 288 shares — an estimated $12.4K sold.

Legal & General Group first reported a position in UPLD in Q2 2017 and held it in 24 quarters. The position peaked at $530K in Q4 2019. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Legal & General Group reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Legal & General Group sold 288 Upland Software shares in Q2 2023, an estimated $12.4K.
  • Legal & General Group first reported a position in Upland Software in Q2 2017 and held it in 24 quarters.
  • Legal & General Group's Upland Software position peaked at $530K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.