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MassMutual Private Wealth & Trust’s Upland Software UPLD Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-4
Closed – – 1900
2022
Q4 		$0 Buy
+4
New +$298 ﹤0.01% 1863

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HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's UPLD Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 4 shares.

MassMutual Private Wealth & Trust first reported a position in UPLD in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 4 Upland Software shares in Q1 2023.
  • MassMutual Private Wealth & Trust first reported a position in Upland Software in Q4 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Upland Software position peaked at $0 in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.