PNC Financial Services Group
UPLD icon

PNC Financial Services Group’s Upland Software UPLD Stock Holding History

PNC Financial Services Group’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
2023
Q2 		– Sell
-5
Closed -$219 – 4837
2023
Q1 		$219 Sell
5
-2
-29% -$139 ﹤0.01% 4591
2022
Q4 		$499 Buy
7
+2
+40% +$149 ﹤0.01% 4529
2022
Q3 		$0 Buy
5
+4
+400% +$443 ﹤0.01% 4618
2022
Q2 		$0 Hold
1
– – ﹤0.01% 4721
2022
Q1 		$0 Hold
1
– – ﹤0.01% 4704
2021
Q4 		$0 Buy
+1
New +$254 ﹤0.01% 4616
2021
Q2 		– Sell
-71
Closed -$34K – 4290
2021
Q1 		$34K Sell
71
-8
-10% -$3.86K ﹤0.01% 3185
2020
Q4 		$36K Sell
79
-5
-6% -$2.2K ﹤0.01% 3094
2020
Q3 		$32K Sell
84
-2
-2% -$721 ﹤0.01% 2993
2020
Q2 		$30K Sell
86
-1
-1% -$312 ﹤0.01% 3023
2020
Q1 		$23K Sell
87
-5
-5% -$1.81K ﹤0.01% 3047
2019
Q4 		$33K Sell
92
-3
-3% -$1.12K ﹤0.01% 3123
2019
Q3 		$33K Sell
95
-12
-11% -$4.98K ﹤0.01% 3141
2019
Q2 		$48K Sell
107
-9
-8% -$4.12K ﹤0.01% 2958
2019
Q1 		$49K Buy
116
+1
+0.9% +$340 ﹤0.01% 2961
2018
Q4 		$31K Sell
115
-14
-11% -$4.2K ﹤0.01% 3108
2018
Q3 		$41K Sell
129
-2
-2% -$692 ﹤0.01% 3117
2018
Q2 		$45K Buy
+131
New +$41.1K ﹤0.01% 3065

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PNC Financial Services Group's UPLD Position: Q2 2023 in Review

PNC Financial Services Group sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 5 shares — an estimated $219 sold.

PNC Financial Services Group first reported a position in UPLD in Q2 2018 and held it in 18 quarters. The position peaked at $49K in Q1 2019. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • PNC Financial Services Group reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • PNC Financial Services Group sold 5 Upland Software shares in Q2 2023, an estimated $219.
  • PNC Financial Services Group first reported a position in Upland Software in Q2 2018 and held it in 18 quarters.
  • PNC Financial Services Group's Upland Software position peaked at $49K in Q1 2019.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on PNC Financial Services Group's 13F filing for Q2 2023, filed 11 Aug 2023.