Andreas Halvorsen’s Upstart Holdings UPST Stock Holding History

Andreas Halvorsen’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 Q4	–	Sell	-999,647	Closed	-$20.8M	–	98
2022 Q3	$20.8M	Buy	+999,647	New	+$26.9M	0.1%	79

Other funds holding UPST

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Andreas Halvorsen's UPST Position: Q4 2022 in Review

Andreas Halvorsen sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 999,647 shares — an estimated $20.8M sold.

Andreas Halvorsen first reported a position in UPST in Q3 2022 and held it in 1 quarter. The position peaked at $20.8M in Q3 2022. 267 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Andreas Halvorsen reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Andreas Halvorsen sold 999,647 Upstart Holdings shares in Q4 2022, an estimated $20.8M.
Andreas Halvorsen first reported a position in Upstart Holdings in Q3 2022 and held it in 1 quarter.
Andreas Halvorsen's Upstart Holdings position peaked at $20.8M in Q3 2022.
267 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Viking Global Investors's 13F filing for Q4 2022, filed 14 Feb 2023.