MOS
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MGO One Seven’s Upland Software UPLD Stock Holding History

MGO One Seven’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
Q3 		– Sell
-1,387
Closed -$201K – 750
2022
Q2 		$201K Sell
1,387
-22
-2% -$3.21K 0.03% 577
2022
Q1 		$248K Buy
1,409
+73
+5% +$13.4K 0.03% 558
2021
Q4 		$240K Buy
1,336
+153
+13% +$38.9K 0.02% 563
2021
Q3 		$395K Buy
1,183
+348
+42% +$130K 0.05% 384
2021
Q2 		$344K Buy
+835
New +$367K 0.05% 417

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGO One Seven's UPLD Position: Q3 2022 in Review

MGO One Seven sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 1,387 shares — an estimated $201K sold.

MGO One Seven first reported a position in UPLD in Q2 2021 and held it in 5 quarters. The position peaked at $395K in Q3 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • MGO One Seven reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • MGO One Seven sold 1,387 Upland Software shares in Q3 2022, an estimated $201K.
  • MGO One Seven first reported a position in Upland Software in Q2 2021 and held it in 5 quarters.
  • MGO One Seven's Upland Software position peaked at $395K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on MGO One Seven's 13F filing for Q3 2022, filed 14 Nov 2022.