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Bridgewater Advisors’s Upstart Holdings UPST Stock Holding History

Bridgewater Advisors’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
-10,500
Closed -$218K – 128
2022
Q3 		$218K Sell
10,500
-37
-0.4% -$995 0.06% 121
2022
Q2 		$333K Buy
10,537
+5,033
+91% +$300K 0.07% 180
2022
Q1 		$600K Buy
+5,504
New +$634K 0.15% 124

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bridgewater Advisors's UPST Position: Q4 2022 in Review

Bridgewater Advisors sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 10,500 shares — an estimated $218K sold.

Bridgewater Advisors first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $600K in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

  • Bridgewater Advisors reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
  • Bridgewater Advisors sold 10,500 Upstart Holdings shares in Q4 2022, an estimated $218K.
  • Bridgewater Advisors first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
  • Bridgewater Advisors's Upstart Holdings position peaked at $600K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Bridgewater Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.