Perkins Capital Management’s UpHealth, Inc. UPH Stock Holding History

Perkins Capital Management’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	-78,099	Closed	-$415K	–	108
2022 Q3	$415K	Buy	78,099 +28,620	+58%	+$171K	0.46%	59
2022 Q2	$293K	Sell	49,479 -5,237	-10%	-$40.7K	0.3%	71
2022 Q1	$646K	Sell	54,716 -39,229	-42%	-$868K	0.53%	56
2021 Q4	$2.1M	Buy	+93,945	New	+$2.17M	1.42%	25

Other funds holding UPH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 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

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Perkins Capital Management's UPH Position: Q4 2022 in Review

Perkins Capital Management sold out of UpHealth, Inc. (UPH) in Q4 2022, closing a stake of 78,099 shares — an estimated $415K sold.

Perkins Capital Management first reported a position in UPH in Q4 2021 and held it in 4 quarters. The position peaked at $2.1M in Q4 2021. 32 funds tracked by Wall St. Rank hold UPH as of Q4 2022.

Perkins Capital Management reported no remaining UpHealth, Inc. position as of Q4 2022 after selling out during the quarter.
Perkins Capital Management sold 78,099 UpHealth, Inc. shares in Q4 2022, an estimated $415K.
Perkins Capital Management first reported a position in UpHealth, Inc. in Q4 2021 and held it in 4 quarters.
Perkins Capital Management's UpHealth, Inc. position peaked at $2.1M in Q4 2021.
32 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2022.

Based on Perkins Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.