Vanguard Group’s UpHealth, Inc. UPH Stock Holding History

Vanguard Group’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
2023 Q4	–	Sell	-289,352	Closed	-$284K	–	4596
2023 Q3	$284K	Sell	289,352 -3,326	-1%	-$4.86K	﹤0.01%	4194
2023 Q2	$550K	Buy	292,678 +3,796	+1%	+$6.28K	﹤0.01%	4092
2023 Q1	$430K	Buy	288,882 +16,612	+6%	+$36.7K	﹤0.01%	4164
2022 Q4	$444K	Buy	272,270 +107	+0%	+$416	﹤0.01%	4128
2022 Q3	$1.45M	Buy	272,163 +5,313	+2%	+$31.8K	﹤0.01%	3871
2022 Q2	$1.58M	Hold	266,850	–	–	﹤0.01%	3911
2022 Q1	$3.15M	Buy	266,850 +15,804	+6%	+$350K	﹤0.01%	3760
2021 Q4	$5.62M	Buy	+251,046	New	+$5.81M	﹤0.01%	3540

Other funds holding UPH

Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Vanguard Group's UPH Position: Q4 2023 in Review

Vanguard Group sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 289,352 shares — an estimated $284K sold.

Vanguard Group first reported a position in UPH in Q4 2021 and held it in 8 quarters. The position peaked at $5.62M in Q4 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

Vanguard Group reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
Vanguard Group sold 289,352 UpHealth, Inc. shares in Q4 2023, an estimated $284K.
Vanguard Group first reported a position in UpHealth, Inc. in Q4 2021 and held it in 8 quarters.
Vanguard Group's UpHealth, Inc. position peaked at $5.62M in Q4 2021.
5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Vanguard Group's 13F filing for Q4 2023, filed 14 Feb 2024.