OFG
UPH

OTA Financial Group’s UpHealth, Inc. UPH Stock Holding History

OTA Financial Group’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
2021
Q1 		– Sell
-22,050
Closed -$2.41M – 90
2020
Q4 		$2.41M Buy
+22,050
New +$2.27M 1.6% 10

Other funds holding UPH

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
CIM
Coastal Investment Management Los Angeles, California $71.8M AUM 80.55% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

OTA Financial Group's UPH Position: Q1 2021 in Review

OTA Financial Group sold out of UpHealth, Inc. (UPH) in Q1 2021, closing a stake of 22,050 shares — an estimated $2.41M sold.

OTA Financial Group first reported a position in UPH in Q4 2020 and held it in 1 quarter. The position peaked at $2.41M in Q4 2020. 49 funds tracked by Wall St. Rank hold UPH as of Q1 2021.

  • OTA Financial Group reported no remaining UpHealth, Inc. position as of Q1 2021 after selling out during the quarter.
  • OTA Financial Group sold 22,050 UpHealth, Inc. shares in Q1 2021, an estimated $2.41M.
  • OTA Financial Group first reported a position in UpHealth, Inc. in Q4 2020 and held it in 1 quarter.
  • OTA Financial Group's UpHealth, Inc. position peaked at $2.41M in Q4 2020.
  • 49 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q1 2021.

Based on OTA Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.