Simon Quick Advisors’s Upland Software UPLD Stock Holding History

Simon Quick Advisors’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
2020 Q1	–	Sell	-12	Closed	-$4K	–	708
2019 Q4	$4K	Buy	+12	New	+$4.48K	﹤0.01%	518

Other funds holding UPLD

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

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Simon Quick Advisors's UPLD Position: Q1 2020 in Review

Simon Quick Advisors sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 12 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in UPLD in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

Simon Quick Advisors reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 12 Upland Software shares in Q1 2020, an estimated $4K.
Simon Quick Advisors first reported a position in Upland Software in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's Upland Software position peaked at $4K in Q4 2019.
151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.