Baird Financial Group
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Baird Financial Group’s Upstart Holdings UPST Stock Holding History

Baird Financial Group’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
-9,416
Closed -$298K – 1843
2022
Q2 		$298K Buy
9,416
+2,813
+43% +$168K ﹤0.01% 1560
2022
Q1 		$720K Buy
+6,603
New +$761K ﹤0.01% 1283
2021
Q3 		– Sell
-6,286
Closed -$785K – 1928
2021
Q2 		$785K Buy
+6,286
New +$774K ﹤0.01% 1271

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BlackRock
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Baird Financial Group's UPST Position: Q3 2022 in Review

Baird Financial Group sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 9,416 shares — an estimated $298K sold.

Baird Financial Group first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $785K in Q2 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

  • Baird Financial Group reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 9,416 Upstart Holdings shares in Q3 2022, an estimated $298K.
  • Baird Financial Group first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Baird Financial Group's Upstart Holdings position peaked at $785K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.