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Winslow Evans & Crocker’s Upland Software UPLD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$9K Hold
20
– – ﹤0.01% 978
2020
Q3 		$7K Hold
20
– – ﹤0.01% 818
2020
Q2 		$7K Hold
20
– – ﹤0.01% 816
2020
Q1 		$6K Hold
20
– – ﹤0.01% 844
2019
Q4 		$8K Hold
20
– – ﹤0.01% 895
2019
Q3 		$8K Hold
20
– – ﹤0.01% 878
2019
Q2 		$10K Buy
+20
New +$9.16K ﹤0.01% 848

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Winslow Evans & Crocker's UPLD Position: Q4 2020 in Review

Winslow Evans & Crocker held its Upland Software (UPLD) position steady in Q4 2020 at 20 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Winslow Evans & Crocker first reported a position in UPLD in Q2 2019 and has held it in 7 quarters since. The position peaked at $10K in Q2 2019. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

  • Winslow Evans & Crocker held 20 shares of Upland Software worth $9K as of Q4 2020.
  • Winslow Evans & Crocker left its Upland Software share count unchanged in Q4 2020.
  • Upland Software made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #978 holding.
  • Winslow Evans & Crocker first reported a position in Upland Software in Q2 2019 and has held it in 7 quarters since.
  • Winslow Evans & Crocker's Upland Software position peaked at $10K in Q2 2019.
  • 188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.