Capital International Investors’s Upstart Holdings UPST Stock Holding History

Capital International Investors’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	-262,635	Closed	-$28.7M	–	459
2022 Q1	$28.7M	Hold	262,635	–	–	0.01%	388
2021 Q4	$39.7M	Sell	262,635 -89,830	-25%	-$22.4M	0.01%	374
2021 Q3	$112M	Hold	352,465	–	–	0.03%	289
2021 Q2	$44M	Hold	352,465	–	–	0.01%	370
2021 Q1	$45.4M	Sell	352,465 -497,535	-59%	-$38.2M	0.01%	341
2020 Q4	$34.6M	Buy	+850,000	New	+$34.9M	0.01%	357

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 $67.7B AUM 51.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors's UPST Position: Q2 2022 in Review

Capital International Investors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 262,635 shares — an estimated $28.7M sold.

Capital International Investors first reported a position in UPST in Q4 2020 and held it in 6 quarters. The position peaked at $112M in Q3 2021. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Capital International Investors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Capital International Investors sold 262,635 Upstart Holdings shares in Q2 2022, an estimated $28.7M.
Capital International Investors first reported a position in Upstart Holdings in Q4 2020 and held it in 6 quarters.
Capital International Investors's Upstart Holdings position peaked at $112M in Q3 2021.
347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Capital International Investors's 13F filing for Q2 2022, filed 15 Aug 2022.