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Brainard Capital Management’s Upstart Holdings UPST Stock Holding History

Brainard Capital Management’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
2023
Q1 		$6.22M Hold
391,666
– – 4.76% 3
2022
Q4 		$5.18M Buy
+391,666
New +$7.57M 4.39% 4

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brainard Capital Management's UPST Position: Q1 2023 in Review

Brainard Capital Management held its Upstart Holdings (UPST) position steady in Q1 2023 at 391,666 shares worth $6.22M. The position accounts for 4.76% of the portfolio, ranked #3.

Brainard Capital Management first reported a position in UPST in Q4 2022 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Brainard Capital Management held 391,666 shares of Upstart Holdings worth $6.22M as of Q1 2023.
  • Brainard Capital Management left its Upstart Holdings share count unchanged in Q1 2023.
  • Upstart Holdings made up 4.76% of Brainard Capital Management's portfolio in Q1 2023, its #3 holding.
  • Brainard Capital Management first reported a position in Upstart Holdings in Q4 2022 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.