Bedel Financial Consulting’s Upstart Holdings UPST Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-278	Closed	-$30K	–	861
2022 Q1	$30K	Buy	278 +14	+5%	+$1.61K	0.01%	487
2021 Q4	$40K	Buy	264 +14	+6%	+$3.5K	0.01%	438
2021 Q3	$79K	Buy	250 +100	+67%	+$19.7K	0.03%	310
2021 Q2	$19K	Buy	+150	New	+$18.5K	0.01%	571

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Bedel Financial Consulting's UPST Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 278 shares — an estimated $30K sold.

Bedel Financial Consulting first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $79K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Bedel Financial Consulting reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 278 Upstart Holdings shares in Q2 2022, an estimated $30K.
Bedel Financial Consulting first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
Bedel Financial Consulting's Upstart Holdings position peaked at $79K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.