Capital International Investors’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$13.6M | 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% | -$64.1M | 0.01% | 341 |
|
|
2020
Q4 | $34.6M | Buy |
+850,000
| New | +$34.6M | 0.01% | 357 |
|