Covington Capital Management’s Upstart Holdings UPST Stock Holding History

Covington Capital Management’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 Q3	$1K	Hold	50	–	–	﹤0.01%	1168
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1013
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	964
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	818
2021 Q3	$16K	Hold	50	–	–	﹤0.01%	745
2021 Q2	$6K	Buy	+50	New	+$6.15K	﹤0.01%	837

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Covington Capital Management's UPST Position: Q3 2022 in Review

Covington Capital Management held its Upstart Holdings (UPST) position steady in Q3 2022 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Covington Capital Management first reported a position in UPST in Q2 2021 and has held it in 6 quarters since. The position peaked at $16K in Q3 2021. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Covington Capital Management held 50 shares of Upstart Holdings worth $1K as of Q3 2022.
Covington Capital Management left its Upstart Holdings share count unchanged in Q3 2022.
Upstart Holdings made up ﹤0.01% of Covington Capital Management's portfolio in Q3 2022, its #1168 holding.
Covington Capital Management first reported a position in Upstart Holdings in Q2 2021 and has held it in 6 quarters since.
Covington Capital Management's Upstart Holdings position peaked at $16K in Q3 2021.
306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Covington Capital Management's 13F filing for Q3 2022, filed 15 Nov 2022.