SWM
UPH

Sugarloaf Wealth Management’s UpHealth, Inc. UPH Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-50
Closed -$1.11K – 779
2021
Q4 		$1K Buy
+50
New +$1.16K ﹤0.01% 739

Other funds holding UPH

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
IA
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Sugarloaf Wealth Management's UPH Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of UpHealth, Inc. (UPH) in Q1 2022, closing a stake of 50 shares — an estimated $1.11K sold.

Sugarloaf Wealth Management first reported a position in UPH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 70 funds tracked by Wall St. Rank hold UPH as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining UpHealth, Inc. position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 50 UpHealth, Inc. shares in Q1 2022, an estimated $1.11K.
  • Sugarloaf Wealth Management first reported a position in UpHealth, Inc. in Q4 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's UpHealth, Inc. position peaked at $1K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.