Annandale Capital’s Upstart Holdings UPST Stock Holding History

Annandale Capital’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	-10,020	Closed	-$208K	–	147
2022 Q3	$208K	Hold	10,020	–	–	0.08%	115
2022 Q2	$317K	Buy	+10,020	New	+$597K	0.13%	104

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

BlackRock New York $5.72T AUM 30.48% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Annandale Capital's UPST Position: Q4 2022 in Review

Annandale Capital sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 10,020 shares — an estimated $208K sold.

Annandale Capital first reported a position in UPST in Q2 2022 and held it in 2 quarters. The position peaked at $317K in Q2 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Annandale Capital reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Annandale Capital sold 10,020 Upstart Holdings shares in Q4 2022, an estimated $208K.
Annandale Capital first reported a position in Upstart Holdings in Q2 2022 and held it in 2 quarters.
Annandale Capital's Upstart Holdings position peaked at $317K in Q2 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Annandale Capital's 13F filing for Q4 2022, filed 15 Feb 2023.