D.A. Davidson & Co’s Upstart Holdings UPST Stock Holding History

D.A. Davidson & Co’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	–	Sell	-8,831	Closed	-$279K	–	1353
2022 Q2	$279K	Sell	8,831 -4,866	-36%	-$290K	﹤0.01%	1042
2022 Q1	$1.49M	Buy	13,697 +5,333	+64%	+$614K	0.02%	530
2021 Q4	$1.26M	Buy	8,364 +126	+2%	+$31.5K	0.01%	588
2021 Q3	$2.61M	Buy	8,238 +2,400	+41%	+$473K	0.03%	374
2021 Q2	$729K	Buy	+5,838	New	+$718K	0.01%	722

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 $299B AUM 28.69% 1-Year Est. Return

D.A. Davidson & Co's UPST Position: Q3 2022 in Review

D.A. Davidson & Co sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 8,831 shares — an estimated $279K sold.

D.A. Davidson & Co first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $2.61M in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

D.A. Davidson & Co reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
D.A. Davidson & Co sold 8,831 Upstart Holdings shares in Q3 2022, an estimated $279K.
D.A. Davidson & Co first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
D.A. Davidson & Co's Upstart Holdings position peaked at $2.61M in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on D.A. Davidson & Co's 13F filing for Q3 2022, filed 7 Nov 2022.