Econ Financial Services’s Upstart Holdings UPST Stock Holding History

Econ Financial Services’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 Q2	–	Sell	-54	Closed	-$6K	–	149
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	109
2021 Q4	$8K	Buy	+54	New	+$13.5K	0.01%	128

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Econ Financial Services's UPST Position: Q2 2022 in Review

Econ Financial Services sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 54 shares — an estimated $6K sold.

Econ Financial Services first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Econ Financial Services reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Econ Financial Services sold 54 Upstart Holdings shares in Q2 2022, an estimated $6K.
Econ Financial Services first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
Econ Financial Services's Upstart Holdings position peaked at $8K in Q4 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.