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McDonald Partners’s Upland Software UPLD Stock Holding History

McDonald Partners’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
2022
Q1 		– Sell
-3
Closed -$592 – 668
2021
Q4 		$592 Buy
+3
New +$763 ﹤0.01% 485

Other funds holding UPLD

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NSCM
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BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

McDonald Partners's UPLD Position: Q1 2022 in Review

McDonald Partners sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 3 shares — an estimated $592 sold.

McDonald Partners first reported a position in UPLD in Q4 2021 and held it in 1 quarter. The position peaked at $592 in Q4 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • McDonald Partners reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 3 Upland Software shares in Q1 2022, an estimated $592.
  • McDonald Partners first reported a position in Upland Software in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Upland Software position peaked at $592 in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.