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NJ State Employees Deferred Compensation Plan’s Upland Software UPLD Stock Holding History

NJ State Employees Deferred Compensation Plan’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
2019
Q2 		– Sell
-800
Closed -$339K – 559
2019
Q1 		$339K Sell
800
-100
-11% -$34K 0.06% 393
2018
Q4 		$245K Buy
+900
New +$270K 0.05% 424

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's UPLD Position: Q2 2019 in Review

NJ State Employees Deferred Compensation Plan sold out of Upland Software (UPLD) in Q2 2019, closing a stake of 800 shares — an estimated $339K sold.

NJ State Employees Deferred Compensation Plan first reported a position in UPLD in Q4 2018 and held it in 2 quarters. The position peaked at $339K in Q1 2019. 175 funds tracked by Wall St. Rank hold UPLD as of Q2 2019.

  • NJ State Employees Deferred Compensation Plan reported no remaining Upland Software position as of Q2 2019 after selling out during the quarter.
  • NJ State Employees Deferred Compensation Plan sold 800 Upland Software shares in Q2 2019, an estimated $339K.
  • NJ State Employees Deferred Compensation Plan first reported a position in Upland Software in Q4 2018 and held it in 2 quarters.
  • NJ State Employees Deferred Compensation Plan's Upland Software position peaked at $339K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q2 2019.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q2 2019, filed 24 Jul 2019.