Cribstone Capital Management’s Upstart Holdings UPST Stock Holding History

Cribstone 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 Q4	$3.97K	Hold	300	–	–	﹤0.01%	309
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	290
2022 Q2	$9K	Hold	300	–	–	0.01%	267
2022 Q1	$33K	Hold	300	–	–	0.02%	182
2021 Q4	$45K	Hold	300	–	–	0.03%	171
2021 Q3	$95K	Buy	+300	New	+$59.2K	0.06%	139

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Cribstone Capital Management's UPST Position: Q4 2022 in Review

Cribstone Capital Management held its Upstart Holdings (UPST) position steady in Q4 2022 at 300 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Cribstone Capital Management first reported a position in UPST in Q3 2021 and has held it in 6 quarters since. The position peaked at $95K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Cribstone Capital Management held 300 shares of Upstart Holdings worth $3.97K as of Q4 2022.
Cribstone Capital Management left its Upstart Holdings share count unchanged in Q4 2022.
Upstart Holdings made up ﹤0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #309 holding.
Cribstone Capital Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 6 quarters since.
Cribstone Capital Management's Upstart Holdings position peaked at $95K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.