MCM
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Manchester Capital Management’s Upland Software UPLD Stock Holding History

Manchester Capital 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
2021
Q3 		– Sell
-4
Closed -$2K – 1133
2021
Q2 		$2K Buy
+4
New +$1.76K ﹤0.01% 718

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manchester Capital Management's UPLD Position: Q3 2021 in Review

Manchester Capital Management sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 4 shares — an estimated $2K sold.

Manchester Capital Management first reported a position in UPLD in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Manchester Capital Management reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • Manchester Capital Management sold 4 Upland Software shares in Q3 2021, an estimated $2K.
  • Manchester Capital Management first reported a position in Upland Software in Q2 2021 and held it in 1 quarter.
  • Manchester Capital Management's Upland Software position peaked at $2K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Manchester Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.