Capital World Investors’s Upstart Holdings UPST Stock Holding History

Capital World 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 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%	-$29.6M	﹤0.01%	539
2021 Q2	$25M	Hold	200,000	–	–	﹤0.01%	520
2021 Q1	$25.8M	Sell	200,000 -1,000,000	-83%	-$76.7M	﹤0.01%	503
2020 Q4	$48.9M	Buy	+1,200,000	New	+$49.3M	0.01%	408

Other funds holding UPST

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors's UPST Position: Q1 2022 in Review

Capital World Investors sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 50,000 shares — an estimated $7.57M sold.

Capital World Investors first reported a position in UPST in Q4 2020 and held it in 5 quarters. The position peaked at $48.9M in Q4 2020. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

Capital World Investors reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
Capital World Investors sold 50,000 Upstart Holdings shares in Q1 2022, an estimated $7.57M.
Capital World Investors first reported a position in Upstart Holdings in Q4 2020 and held it in 5 quarters.
Capital World Investors's Upstart Holdings position peaked at $48.9M in Q4 2020.
495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Capital World Investors's 13F filing for Q1 2022, filed 16 May 2022.