Eaton Vance Management’s Upstart Holdings UPST Stock Holding History

Eaton Vance 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	$326K	Buy	15,661 +1,691	+12%	+$45.5K	﹤0.01%	1414
2022 Q2	$442K	Buy	+13,970	New	+$832K	﹤0.01%	1397
2022 Q1	–	Sell	-515	Closed	-$78K	–	2671
2021 Q4	$78K	Buy	515 +413	+405%	+$103K	﹤0.01%	1930
2021 Q3	$0	Buy	+102	New	+$20.1K	﹤0.01%	2685
2021 Q2	–	Sell	-530	Closed	-$68K	–	3024
2021 Q1	$68K	Buy	+530	New	+$40.6K	﹤0.01%	1714

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Eaton Vance Management's UPST Position: Q3 2022 in Review

Eaton Vance Management increased its Upstart Holdings (UPST) stake by 12% in Q3 2022, buying an estimated $45.5K and bringing the position to 15,661 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Eaton Vance Management first reported a position in UPST in Q1 2021 and has held it in 5 quarters since. The position peaked at $442K in Q2 2022. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Eaton Vance Management held 15,661 shares of Upstart Holdings worth $326K as of Q3 2022.
Eaton Vance Management bought 1,691 Upstart Holdings shares in Q3 2022, an estimated $45.5K.
Upstart Holdings made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1414 holding.
Eaton Vance Management first reported a position in Upstart Holdings in Q1 2021 and has held it in 5 quarters since.
Eaton Vance Management's Upstart Holdings position peaked at $442K in Q2 2022.
306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.