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Simplicity Solutions’s Upland Software UPLD Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-446
Closed -$203K – 777
2019
Q2 		$203K Buy
+446
New +$204K 0.01% 626

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Simplicity Solutions's UPLD Position: Q3 2019 in Review

Simplicity Solutions sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 446 shares — an estimated $203K sold.

Simplicity Solutions first reported a position in UPLD in Q2 2019 and held it in 1 quarter. The position peaked at $203K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Simplicity Solutions reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • Simplicity Solutions sold 446 Upland Software shares in Q3 2019, an estimated $203K.
  • Simplicity Solutions first reported a position in Upland Software in Q2 2019 and held it in 1 quarter.
  • Simplicity Solutions's Upland Software position peaked at $203K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.