Seizert Capital Partners’s Upland Software UPLD Stock Holding History

Seizert Capital Partners’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 Q1	–	Sell	-3,118	Closed	-$222K	–	197
2022 Q4	$222K	Buy	+3,118	New	+$232K	0.01%	187

Other funds holding UPLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Seizert Capital Partners's UPLD Position: Q1 2023 in Review

Seizert Capital Partners sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 3,118 shares — an estimated $222K sold.

Seizert Capital Partners first reported a position in UPLD in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

Seizert Capital Partners reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
Seizert Capital Partners sold 3,118 Upland Software shares in Q1 2023, an estimated $222K.
Seizert Capital Partners first reported a position in Upland Software in Q4 2022 and held it in 1 quarter.
Seizert Capital Partners's Upland Software position peaked at $222K in Q4 2022.
120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Seizert Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.