Stifel Financial’s UpHealth, Inc. UPH Stock Holding History

Stifel Financial’s Portfolio UPH Stock Details UPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,824	Closed	-$45K	–	3495
2022 Q1	$45K	Sell	3,824 -846	-18%	-$18.7K	﹤0.01%	3315
2021 Q4	$105K	Buy	4,670 +1,404	+43%	+$32.5K	﹤0.01%	3260
2021 Q3	$103K	Sell	3,266 -36	-1%	-$1.88K	﹤0.01%	3242
2021 Q2	$223K	Buy	3,302 +782	+31%	+$73.5K	﹤0.01%	3083
2021 Q1	$253K	Buy	2,520 +1,451	+136%	+$150K	﹤0.01%	2887
2020 Q4	$117K	Buy	+1,069	New	+$110K	﹤0.01%	2921

Other funds holding UPH

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Stifel Financial's UPH Position: Q2 2022 in Review

Stifel Financial sold out of UpHealth, Inc. (UPH) in Q2 2022, closing a stake of 3,824 shares — an estimated $45K sold.

Stifel Financial first reported a position in UPH in Q4 2020 and held it in 6 quarters. The position peaked at $253K in Q1 2021. 52 funds tracked by Wall St. Rank hold UPH as of Q2 2022.

Stifel Financial reported no remaining UpHealth, Inc. position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 3,824 UpHealth, Inc. shares in Q2 2022, an estimated $45K.
Stifel Financial first reported a position in UpHealth, Inc. in Q4 2020 and held it in 6 quarters.
Stifel Financial's UpHealth, Inc. position peaked at $253K in Q1 2021.
52 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.