Board of Trustees of The Leland Stanford Junior University’s Upstart Holdings UPST Stock Holding History

Board of Trustees of The Leland Stanford Junior University’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	-103,357	Closed	-$2.21M	–	50
2022 Q3	$2.21M	Buy	+103,357	New	+$2.78M	0.14%	26
2021 Q4	–	Sell	-13,619	Closed	-$4.31M	–	48
2021 Q3	$4.31M	Hold	13,619	–	–	0.32%	17
2021 Q2	$1.7M	Buy	+13,619	New	+$1.68M	0.16%	20

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return

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

Board of Trustees of The Leland Stanford Junior University's UPST Position: Q4 2022 in Review

Board of Trustees of The Leland Stanford Junior University sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 103,357 shares — an estimated $2.21M sold.

Board of Trustees of The Leland Stanford Junior University first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $4.31M in Q3 2021. 267 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Board of Trustees of The Leland Stanford Junior University reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Board of Trustees of The Leland Stanford Junior University sold 103,357 Upstart Holdings shares in Q4 2022, an estimated $2.21M.
Board of Trustees of The Leland Stanford Junior University first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
Board of Trustees of The Leland Stanford Junior University's Upstart Holdings position peaked at $4.31M in Q3 2021.
267 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Board of Trustees of The Leland Stanford Junior University's 13F filing for Q4 2022, filed 13 Feb 2023.