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Symmetry Peak Management’s Upland Software UPLD Stock Holding History

Symmetry Peak Management’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
Q2 		– Sell
-750
Closed -$318K – 210
2019
Q1 		$318K Buy
+750
New +$255K 0.08% 135

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

Symmetry Peak Management's UPLD Position: Q2 2019 in Review

Symmetry Peak Management sold out of Upland Software (UPLD) in Q2 2019, closing a stake of 750 shares — an estimated $318K sold.

Symmetry Peak Management first reported a position in UPLD in Q1 2019 and held it in 1 quarter. The position peaked at $318K in Q1 2019. 175 funds tracked by Wall St. Rank hold UPLD as of Q2 2019.

  • Symmetry Peak Management reported no remaining Upland Software position as of Q2 2019 after selling out during the quarter.
  • Symmetry Peak Management sold 750 Upland Software shares in Q2 2019, an estimated $318K.
  • Symmetry Peak Management first reported a position in Upland Software in Q1 2019 and held it in 1 quarter.
  • Symmetry Peak Management's Upland Software position peaked at $318K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q2 2019.

Based on Symmetry Peak Management's 13F filing for Q2 2019, filed 14 Aug 2019.