OPS
UPH

Orion Portfolio Solutions’s UpHealth, Inc. UPH Stock Holding History

Orion Portfolio Solutions’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
2022
Q4 		– Sell
-2,493
Closed -$13K – 843
2022
Q3 		$13K Buy
+2,493
New +$14.9K ﹤0.01% 715

Other funds holding UPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Orion Portfolio Solutions's UPH Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 2,493 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in UPH in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,493 UpHealth, Inc. shares in Q4 2022, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in UpHealth, Inc. in Q3 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's UpHealth, Inc. position peaked at $13K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.