Aviva’s Upstart Holdings UPST Stock Holding History

Aviva’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 Q3	–	Sell	-23,208	Closed	-$734K	–	1070
2022 Q2	$734K	Buy	23,208 +20,235	+681%	+$1.21M	﹤0.01%	994
2022 Q1	$324K	Buy	+2,973	New	+$343K	﹤0.01%	1048

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Aviva's UPST Position: Q3 2022 in Review

Aviva sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 23,208 shares — an estimated $734K sold.

Aviva first reported a position in UPST in Q1 2022 and held it in 2 quarters. The position peaked at $734K in Q2 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Aviva reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Aviva sold 23,208 Upstart Holdings shares in Q3 2022, an estimated $734K.
Aviva first reported a position in Upstart Holdings in Q1 2022 and held it in 2 quarters.
Aviva's Upstart Holdings position peaked at $734K in Q2 2022.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.