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Amalgamated Financial’s Upstart Holdings UPST Stock Holding History

Amalgamated Financial’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
Q1 		$1.19M Buy
+10,881
New +$1.25M 0.01% 1100

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Financial's UPST Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Upstart Holdings (UPST) in Q1 2022: 10,881 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #1100 among its holdings.

496 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Amalgamated Financial held 10,881 shares of Upstart Holdings worth $1.19M as of Q1 2022.
  • Upstart Holdings was a new Amalgamated Financial position in Q1 2022.
  • Upstart Holdings made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1100 holding.
  • 496 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.