Morgan Stanley
UPH

Morgan Stanley’s UpHealth, Inc. UPH Stock Holding History

Morgan Stanley’s Portfolio UPH Stock Details UPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,772
Closed -$1.74K – 8071
2023
Q3 		$1.74K Hold
1,772
– – ﹤0.01% 7153
2023
Q2 		$3.33K Sell
1,772
-3
-0.2% -$5 ﹤0.01% 7077
2023
Q1 		$2.64K Hold
1,775
– – ﹤0.01% 7187
2022
Q4 		$2.89K Buy
1,775
+496
+39% +$1.93K ﹤0.01% 7281
2022
Q3 		$7K Sell
1,279
-1,098
-46% -$6.56K ﹤0.01% 7198
2022
Q2 		$14K Sell
2,377
-453
-16% -$3.52K ﹤0.01% 7121
2022
Q1 		$33K Buy
2,830
+653
+30% +$14.4K ﹤0.01% 6912
2021
Q4 		$49K Buy
2,177
+803
+58% +$18.6K ﹤0.01% 6830
2021
Q3 		$44K Buy
1,374
+250
+22% +$13.1K ﹤0.01% 6783
2021
Q2 		$75K Sell
1,124
-272
-19% -$25.6K ﹤0.01% 6479
2021
Q1 		$140K Buy
1,396
+1,392
+34,800% +$144K ﹤0.01% 5851
2020
Q4 		$0 Buy
+4
New +$412 ﹤0.01% 7174
2020
Q3 		– Sell
-23
Closed -$2K – 6892
2020
Q2 		$2K Hold
23
– – ﹤0.01% 6479
2020
Q1 		$2K Sell
23
-447
-95% -$44.5K ﹤0.01% 6423
2019
Q4 		$47K Buy
470
+389
+480% +$38.4K ﹤0.01% 5879
2019
Q3 		$8K Buy
+81
New +$7.94K ﹤0.01% 6280

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Morgan Stanley's UPH Position: Q4 2023 in Review

Morgan Stanley sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 1,772 shares — an estimated $1.74K sold.

Morgan Stanley first reported a position in UPH in Q3 2019 and held it in 16 quarters. The position peaked at $140K in Q1 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Morgan Stanley reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 1,772 UpHealth, Inc. shares in Q4 2023, an estimated $1.74K.
  • Morgan Stanley first reported a position in UpHealth, Inc. in Q3 2019 and held it in 16 quarters.
  • Morgan Stanley's UpHealth, Inc. position peaked at $140K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.