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Van Hulzen Asset Management’s Upland Software UPLD Stock Holding History

Van Hulzen Asset 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
2020
Q2 		– Sell
-770
Closed -$206K – 290
2020
Q1 		$206K Sell
770
-907
-54% -$328K 0.04% 229
2019
Q4 		$599K Buy
1,677
+539
+47% +$201K 0.12% 125
2019
Q3 		$397K Buy
1,138
+569
+100% +$236K 0.08% 170
2019
Q2 		$259K Buy
569
+45
+9% +$20.6K 0.06% 216
2019
Q1 		$222K Buy
+524
New +$178K 0.06% 212

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Van Hulzen Asset Management's UPLD Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of Upland Software (UPLD) in Q2 2020, closing a stake of 770 shares — an estimated $206K sold.

Van Hulzen Asset Management first reported a position in UPLD in Q1 2019 and held it in 5 quarters. The position peaked at $599K in Q4 2019. 153 funds tracked by Wall St. Rank hold UPLD as of Q2 2020.

  • Van Hulzen Asset Management reported no remaining Upland Software position as of Q2 2020 after selling out during the quarter.
  • Van Hulzen Asset Management sold 770 Upland Software shares in Q2 2020, an estimated $206K.
  • Van Hulzen Asset Management first reported a position in Upland Software in Q1 2019 and held it in 5 quarters.
  • Van Hulzen Asset Management's Upland Software position peaked at $599K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.