Capital World 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
Q1 | – | Sell |
-50,000
| Closed | -$7.57M | – | 616 |
|
|
2021
Q4 | $7.57M | Hold |
50,000
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $15.8M | Sell |
50,000
-150,000
| -75% | -$47.5M | ﹤0.01% | 539 |
|
|
2021
Q2 | $25M | Hold |
200,000
| – | – | ﹤0.01% | 520 |
|
|
2021
Q1 | $25.8M | Sell |
200,000
-1,000,000
| -83% | -$129M | ﹤0.01% | 503 |
|
|
2020
Q4 | $48.9M | Buy |
+1,200,000
| New | +$48.9M | 0.01% | 408 |
|