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Orion Portfolio Solutions’s Upland Software UPLD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-5
Closed -$2K – 1957
2020
Q2 		$2K Hold
5
– – ﹤0.01% 1836
2020
Q1 		$1K Buy
5
+2
+67% +$723 ﹤0.01% 1822
2019
Q4 		$1K Buy
+3
New +$1.12K ﹤0.01% 1745

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Orion Portfolio Solutions's UPLD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 5 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in UPLD in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5 Upland Software shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Upland Software in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Upland Software position peaked at $2K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.