Osaic Holdings’s UpHealth, Inc. UPH Stock Holding History

Osaic Holdings’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 Q2	–	Sell	-200	Closed	-$2K	–	7781
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	6959
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	6828
2021 Q3	$6K	Sell	200 -100	-33%	-$5.23K	﹤0.01%	6495
2021 Q2	$20K	Buy	300 +200	+200%	+$18.8K	﹤0.01%	5683
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	5896
2020 Q4	$11K	Buy	+100	New	+$10.3K	﹤0.01%	5494

Other funds holding UPH

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Osaic Holdings's UPH Position: Q2 2022 in Review

Osaic Holdings sold out of UpHealth, Inc. (UPH) in Q2 2022, closing a stake of 200 shares — an estimated $2K sold.

Osaic Holdings first reported a position in UPH in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 52 funds tracked by Wall St. Rank hold UPH as of Q2 2022.

Osaic Holdings reported no remaining UpHealth, Inc. position as of Q2 2022 after selling out during the quarter.
Osaic Holdings sold 200 UpHealth, Inc. shares in Q2 2022, an estimated $2K.
Osaic Holdings first reported a position in UpHealth, Inc. in Q4 2020 and held it in 6 quarters.
Osaic Holdings's UpHealth, Inc. position peaked at $20K in Q2 2021.
52 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.