MIFH
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Migdal Insurance & Financial Holdings’s Upland Software UPLD Stock Holding History

Migdal Insurance & Financial Holdings’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
Q2 		– Sell
-25
Closed -$1K – 530
2023
Q1 		$1K Buy
25
+8
+47% +$554 ﹤0.01% 508
2022
Q4 		$1K Hold
17
– – ﹤0.01% 515
2022
Q3 		$1K Hold
17
– – ﹤0.01% 513
2022
Q2 		$2K Sell
17
-8
-32% -$1.17K ﹤0.01% 597
2022
Q1 		$4K Buy
25
+9
+56% +$1.65K ﹤0.01% 583
2021
Q4 		$3K Sell
16
-1
-6% -$254 ﹤0.01% 663
2021
Q3 		$6K Hold
17
– – ﹤0.01% 631
2021
Q2 		$7K Sell
17
-5
-23% -$2.2K ﹤0.01% 553
2021
Q1 		$10K Sell
22
-5
-19% -$2.41K ﹤0.01% 634
2020
Q4 		$12K Sell
27
-888
-97% -$391K ﹤0.01% 614
2020
Q3 		$345K Buy
915
+247
+37% +$89K ﹤0.01% 389
2020
Q2 		$232K Buy
668
+367
+122% +$114K ﹤0.01% 346
2020
Q1 		$81K Buy
301
+61
+25% +$22.1K ﹤0.01% 416
2019
Q4 		$86K Buy
240
+1
+0.4% +$374 ﹤0.01% 580
2019
Q3 		$83K Buy
239
+86
+56% +$35.7K ﹤0.01% 568
2019
Q2 		$70K Buy
+153
New +$70.1K ﹤0.01% 588

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UPLD Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 25 shares — an estimated $1K sold.

Migdal Insurance & Financial Holdings first reported a position in UPLD in Q2 2019 and held it in 16 quarters. The position peaked at $345K in Q3 2020. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Migdal Insurance & Financial Holdings reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 25 Upland Software shares in Q2 2023, an estimated $1K.
  • Migdal Insurance & Financial Holdings first reported a position in Upland Software in Q2 2019 and held it in 16 quarters.
  • Migdal Insurance & Financial Holdings's Upland Software position peaked at $345K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.