Wasatch Advisors’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-164,306
| Closed | -$2.95M | – | 280 |
|
|
2021
Q4 | $2.95M | Sell |
164,306
-1,462,698
| -90% | -$26.2M | 0.01% | 244 |
|
|
2021
Q3 | $54.4M | Sell |
1,627,004
-18,145
| -1% | -$607K | 0.22% | 105 |
|
|
2021
Q2 | $67.7M | Buy |
1,645,149
+224,559
| +16% | +$9.25M | 0.28% | 93 |
|
|
2021
Q1 | $67M | Buy |
1,420,590
+345,778
| +32% | +$16.3M | 0.3% | 88 |
|
|
2020
Q4 | $49.3M | Buy |
1,074,812
+213,031
| +25% | +$9.78M | 0.24% | 98 |
|
|
2020
Q3 | $32.5M | Sell |
861,781
-59,963
| -7% | -$2.26M | 0.21% | 108 |
|
|
2020
Q2 | $32M | Sell |
921,744
-99,011
| -10% | -$3.44M | 0.23% | 102 |
|
|
2020
Q1 | $27.4M | Buy |
1,020,755
+227,283
| +29% | +$6.1M | 0.29% | 80 |
|
|
2019
Q4 | $28.3M | Buy |
793,472
+531,000
| +202% | +$19M | 0.23% | 95 |
|
|
2019
Q3 | $9.15M | Buy |
262,472
+53,405
| +26% | +$1.86M | 0.09% | 144 |
|
|
2019
Q2 | $9.52M | Sell |
209,067
-82
| -0% | -$3.73K | 0.09% | 135 |
|
|
2019
Q1 | $8.86M | Sell |
209,149
-18,720
| -8% | -$793K | 0.1% | 129 |
|
|
2018
Q4 | $6.19M | Buy |
227,869
+8,369
| +4% | +$227K | 0.08% | 140 |
|
|
2018
Q3 | $7.09M | Buy |
219,500
+36,037
| +20% | +$1.16M | 0.08% | 134 |
|
|
2018
Q2 | $6.31M | Hold |
183,463
| – | – | 0.08% | 151 |
|
|
2018
Q1 | $5.28M | Sell |
183,463
-34,350
| -16% | -$989K | 0.07% | 147 |
|
|
2017
Q4 | $4.72M | Buy |
217,813
+26,407
| +14% | +$572K | 0.06% | 159 |
|
|
2017
Q3 | $4.05M | Buy |
191,406
+39,946
| +26% | +$845K | 0.06% | 176 |
|
|
2017
Q2 | $3.33M | Buy |
+151,460
| New | +$3.33M | 0.05% | 190 |
|