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New York Life Investment Management’s Upland Software UPLD Stock Holding History

New York Life Investment Management’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
-3,221
Closed -$230K – 1399
2022
Q4 		$230K Buy
3,221
+363
+13% +$27.1K ﹤0.01% 1167
2022
Q3 		$232K Buy
2,858
+210
+8% +$23.2K ﹤0.01% 1161
2022
Q2 		$385K Buy
+2,648
New +$387K ﹤0.01% 1012

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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

New York Life Investment Management's UPLD Position: Q1 2023 in Review

New York Life Investment Management sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 3,221 shares — an estimated $230K sold.

New York Life Investment Management first reported a position in UPLD in Q2 2022 and held it in 3 quarters. The position peaked at $385K in Q2 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • New York Life Investment Management reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 3,221 Upland Software shares in Q1 2023, an estimated $230K.
  • New York Life Investment Management first reported a position in Upland Software in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Upland Software position peaked at $385K in Q2 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.