Ellis Investment Partners’s Upstart Holdings UPST Stock Holding History

Ellis Investment Partners’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
2021 Q4	–	Sell	-50	Closed	-$15K	–	832
2021 Q3	$15K	Buy	+50	New	+$9.86K	﹤0.01%	556

Other funds holding UPST

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellis Investment Partners's UPST Position: Q4 2021 in Review

Ellis Investment Partners sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 50 shares — an estimated $15K sold.

Ellis Investment Partners first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

Ellis Investment Partners reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
Ellis Investment Partners sold 50 Upstart Holdings shares in Q4 2021, an estimated $15K.
Ellis Investment Partners first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
Ellis Investment Partners's Upstart Holdings position peaked at $15K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Ellis Investment Partners's 13F filing for Q4 2021, filed 1 Feb 2022.