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Emerald Mutual Fund Advisers Trust’s Upstart Holdings UPST Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-1,750
Closed -$191K – 224
2022
Q1 		$191K Buy
+1,750
New +$202K 0.01% 187

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UPST Position: Q2 2022 in Review

Emerald Mutual Fund Advisers Trust sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 1,750 shares — an estimated $191K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $191K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Emerald Mutual Fund Advisers Trust reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,750 Upstart Holdings shares in Q2 2022, an estimated $191K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Upstart Holdings position peaked at $191K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2022, filed 29 Jul 2022.