Advisory Research’s Upstart Holdings UPST Stock Holding History

Advisory Research’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,196	Closed	-$458K	–	433
2022 Q1	$458K	Sell	4,196 -6,738	-62%	-$776K	0.04%	251
2021 Q4	$1.65M	Sell	10,934 -2,501	-19%	-$625K	0.13%	140
2021 Q3	$4.25M	Sell	13,435 -8,525	-39%	-$1.68M	0.27%	94
2021 Q2	$2.74M	Buy	21,960 +14,371	+189%	+$1.77M	0.18%	115
2021 Q1	$978K	Buy	+7,589	New	+$582K	0.07%	210

Other funds holding UPST

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's UPST Position: Q2 2022 in Review

Advisory Research sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 4,196 shares — an estimated $458K sold.

Advisory Research first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $4.25M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Advisory Research reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 4,196 Upstart Holdings shares in Q2 2022, an estimated $458K.
Advisory Research first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Advisory Research's Upstart Holdings position peaked at $4.25M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.