Wells Fargo
UPH

Wells Fargo’s UpHealth, Inc. UPH Stock Holding History

Wells Fargo’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
-7,678
Closed -$7.52K – 7852
2023
Q3 		$7.52K Buy
7,678
+7
+0.1% +$10 ﹤0.01% 5863
2023
Q2 		$14.4K Buy
7,671
+15
+0.2% +$25 ﹤0.01% 5821
2023
Q1 		$11.4K Buy
7,656
+1
+0% +$2 ﹤0.01% 5818
2022
Q4 		$12.5K Buy
7,655
+1
+0% +$4 ﹤0.01% 5463
2022
Q3 		$41K Buy
7,654
+107
+1% +$639 ﹤0.01% 5046
2022
Q2 		$44K Sell
7,547
-47
-0.6% -$366 ﹤0.01% 5089
2022
Q1 		$91K Buy
7,594
+1
+0% +$22 ﹤0.01% 5376
2021
Q4 		$170K Buy
7,593
+7,543
+15,086% +$175K ﹤0.01% 5360
2021
Q3 		$2K Hold
50
– – ﹤0.01% 6625
2021
Q2 		$3K Sell
50
-40
-44% -$3.76K ﹤0.01% 6501
2021
Q1 		$9K Buy
+90
New +$9.3K ﹤0.01% 6390

Other funds holding UPH

CM
Cohanzick Management Pleasantville, New York $231K AUM 3.17% 1-Year Est. Return
LP
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
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return

Wells Fargo's UPH Position: Q4 2023 in Review

Wells Fargo sold out of UpHealth, Inc. (UPH) in Q4 2023, closing a stake of 7,678 shares — an estimated $7.52K sold.

Wells Fargo first reported a position in UPH in Q1 2021 and held it in 11 quarters. The position peaked at $170K in Q4 2021. 5 funds tracked by Wall St. Rank hold UPH as of Q4 2023.

  • Wells Fargo reported no remaining UpHealth, Inc. position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 7,678 UpHealth, Inc. shares in Q4 2023, an estimated $7.52K.
  • Wells Fargo first reported a position in UpHealth, Inc. in Q1 2021 and held it in 11 quarters.
  • Wells Fargo's UpHealth, Inc. position peaked at $170K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.