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United Services Automobile Association’s Upland Software UPLD Stock Holding History

United Services Automobile Association’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
2018
Q2 		– Sell
-1,811
Closed -$521K – 2343
2018
Q1 		$521K Buy
1,811
+466
+35% +$115K ﹤0.01% 1675
2017
Q4 		$291K Buy
+1,345
New +$295K ﹤0.01% 1434
2015
Q3 		– Sell
-2,496
Closed -$230K – 1312
2015
Q2 		$230K Sell
2,496
-4,845
-66% -$358K ﹤0.01% 1254
2015
Q1 		$515K Sell
7,341
-298
-4% -$23.2K ﹤0.01% 1189
2014
Q4 		$730K Buy
+7,639
New +$802K ﹤0.01% 1146

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

United Services Automobile Association's UPLD Position: Q2 2018 in Review

United Services Automobile Association sold out of Upland Software (UPLD) in Q2 2018, closing a stake of 1,811 shares — an estimated $521K sold.

United Services Automobile Association first reported a position in UPLD in Q4 2014 and held it in 5 quarters. The position peaked at $730K in Q4 2014. 140 funds tracked by Wall St. Rank hold UPLD as of Q2 2018.

  • United Services Automobile Association reported no remaining Upland Software position as of Q2 2018 after selling out during the quarter.
  • United Services Automobile Association sold 1,811 Upland Software shares in Q2 2018, an estimated $521K.
  • United Services Automobile Association first reported a position in Upland Software in Q4 2014 and held it in 5 quarters.
  • United Services Automobile Association's Upland Software position peaked at $730K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held Upland Software as of Q2 2018.

Based on United Services Automobile Association's 13F filing for Q2 2018, filed 10 Aug 2018.