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Mark Sheptoff Financial Planning’s Upland Software UPLD Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-798
Closed -$285K – 381
2019
Q4 		$285K Sell
798
-220
-22% -$82.2K 0.18% 78
2019
Q3 		$355K Buy
1,018
+5
+0.5% +$2.08K 0.24% 64
2019
Q2 		$461K Buy
+1,013
New +$464K 0.31% 61

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's UPLD Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 798 shares — an estimated $285K sold.

Mark Sheptoff Financial Planning first reported a position in UPLD in Q2 2019 and held it in 3 quarters. The position peaked at $461K in Q2 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 798 Upland Software shares in Q1 2020, an estimated $285K.
  • Mark Sheptoff Financial Planning first reported a position in Upland Software in Q2 2019 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Upland Software position peaked at $461K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.