Rockefeller Capital Management
UPLD icon

Rockefeller Capital Management’s Upland Software UPLD Stock Holding History

Rockefeller Capital Management’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
2019
Q4 		– Sell
-50
Closed -$17K – 2212
2019
Q3 		$17K Buy
+50
New +$20.8K ﹤0.01% 1271

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Rockefeller Capital Management's UPLD Position: Q4 2019 in Review

Rockefeller Capital Management sold out of Upland Software (UPLD) in Q4 2019, closing a stake of 50 shares — an estimated $17K sold.

Rockefeller Capital Management first reported a position in UPLD in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Rockefeller Capital Management reported no remaining Upland Software position as of Q4 2019 after selling out during the quarter.
  • Rockefeller Capital Management sold 50 Upland Software shares in Q4 2019, an estimated $17K.
  • Rockefeller Capital Management first reported a position in Upland Software in Q3 2019 and held it in 1 quarter.
  • Rockefeller Capital Management's Upland Software position peaked at $17K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Rockefeller Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.