Zurich Cantonal Bank’s Upland Software UPLD Stock Holding History

Zurich Cantonal Bank’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
2022 Q4	–	Sell	-321	Closed	-$26K	–	2909
2022 Q3	$26K	Hold	321	–	–	﹤0.01%	2754
2022 Q2	$47K	Hold	321	–	–	﹤0.01%	2617
2022 Q1	$57K	Sell	321 -1	-0.3%	-$183	﹤0.01%	2494
2021 Q4	$58K	Buy	322 +1	+0.3%	+$254	﹤0.01%	2696
2021 Q3	$107K	Hold	321	–	–	﹤0.01%	2303
2021 Q2	$132K	Hold	321	–	–	﹤0.01%	2073
2021 Q1	$152K	Hold	321	–	–	﹤0.01%	1935
2020 Q4	$147K	Buy	321 +88	+38%	+$38.8K	﹤0.01%	2029
2020 Q3	$88K	Hold	233	–	–	﹤0.01%	2043
2020 Q2	$81K	Buy	233 +94	+68%	+$29.3K	﹤0.01%	2040
2020 Q1	$37K	Hold	139	–	–	﹤0.01%	2081
2019 Q4	$50K	Hold	139	–	–	﹤0.01%	2155
2019 Q3	$49K	Hold	139	–	–	﹤0.01%	2063
2019 Q2	$63K	Buy	139 +60	+76%	+$27.5K	﹤0.01%	1918
2019 Q1	$33K	Hold	79	–	–	﹤0.01%	2230
2018 Q4	$21K	Hold	79	–	–	﹤0.01%	2435
2018 Q3	$25K	Buy	+79	New	+$27.3K	﹤0.01%	2432

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Zurich Cantonal Bank's UPLD Position: Q4 2022 in Review

Zurich Cantonal Bank sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 321 shares — an estimated $26K sold.

Zurich Cantonal Bank first reported a position in UPLD in Q3 2018 and held it in 17 quarters. The position peaked at $152K in Q1 2021. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

Zurich Cantonal Bank reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
Zurich Cantonal Bank sold 321 Upland Software shares in Q4 2022, an estimated $26K.
Zurich Cantonal Bank first reported a position in Upland Software in Q3 2018 and held it in 17 quarters.
Zurich Cantonal Bank's Upland Software position peaked at $152K in Q1 2021.
131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Zurich Cantonal Bank's 13F filing for Q4 2022, filed 1 Feb 2023.