ZIM
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Zacks Investment Management’s Upland Software UPLD Stock Holding History

Zacks Investment 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
2019
Q2 		– Sell
-1,303
Closed -$552K – 619
2019
Q1 		$552K Buy
+1,303
New +$443K 0.01% 448
2018
Q3 		– Sell
-3,931
Closed -$1.35M – 609
2018
Q2 		$1.35M Buy
+3,931
New +$1.23M 0.03% 360

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

Zacks Investment Management's UPLD Position: Q2 2019 in Review

Zacks Investment Management sold out of Upland Software (UPLD) in Q2 2019, closing a stake of 1,303 shares — an estimated $552K sold.

Zacks Investment Management first reported a position in UPLD in Q2 2018 and held it in 2 quarters. The position peaked at $1.35M in Q2 2018. 175 funds tracked by Wall St. Rank hold UPLD as of Q2 2019.

  • Zacks Investment Management reported no remaining Upland Software position as of Q2 2019 after selling out during the quarter.
  • Zacks Investment Management sold 1,303 Upland Software shares in Q2 2019, an estimated $552K.
  • Zacks Investment Management first reported a position in Upland Software in Q2 2018 and held it in 2 quarters.
  • Zacks Investment Management's Upland Software position peaked at $1.35M in Q2 2018.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q2 2019.

Based on Zacks Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.