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Mackay Shields LLC’s Upland Software UPLD Stock Holding History

Mackay Shields LLC’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
-1,226
Closed -$428K – 1470
2019
Q3 		$428K Sell
1,226
-40
-3% -$16.6K ﹤0.01% 1286
2019
Q2 		$576K Buy
+1,266
New +$580K ﹤0.01% 1250
2019
Q1 		– Sell
-1,160
Closed -$316K – 1444
2018
Q4 		$316K Buy
+1,160
New +$348K ﹤0.01% 1241

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

Mackay Shields LLC's UPLD Position: Q4 2019 in Review

Mackay Shields LLC sold out of Upland Software (UPLD) in Q4 2019, closing a stake of 1,226 shares — an estimated $428K sold.

Mackay Shields LLC first reported a position in UPLD in Q4 2018 and held it in 3 quarters. The position peaked at $576K in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Mackay Shields LLC reported no remaining Upland Software position as of Q4 2019 after selling out during the quarter.
  • Mackay Shields LLC sold 1,226 Upland Software shares in Q4 2019, an estimated $428K.
  • Mackay Shields LLC first reported a position in Upland Software in Q4 2018 and held it in 3 quarters.
  • Mackay Shields LLC's Upland Software position peaked at $576K in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Mackay Shields LLC's 13F filing for Q4 2019, filed 11 Feb 2020.