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Newbridge Financial Services Group’s Upland Software UPLD Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-4
Closed -$1K – 1529
2022
Q1 		$1K Hold
4
– – ﹤0.01% 1407
2021
Q4 		$1K Buy
+4
New +$1.02K ﹤0.01% 1367
2021
Q3 		– Hold
0
– – – 1324
2021
Q2 		– Hold
0
– – – 1515
2021
Q1 		– Sell
-3
Closed -$1.45K – 1333
2020
Q4 		$1K Hold
3
– – ﹤0.01% 1073
2020
Q3 		$1K Buy
+3
New +$1.08K ﹤0.01% 1012

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
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
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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Newbridge Financial Services Group's UPLD Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in UPLD in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 4 Upland Software shares in Q2 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Upland Software in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Upland Software position peaked at $1K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.