EFEM
UPST icon

Eos Focused Equity Management’s Upstart Holdings UPST Stock Holding History

Eos Focused Equity 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
Q1 		– Sell
-14,290
Closed -$2.16M – 30
2021
Q4 		$2.16M Sell
14,290
-2,636
-16% -$658K 1.68% 22
2021
Q3 		$5.36M Buy
16,926
+2,174
+15% +$429K 4.08% 9
2021
Q2 		$1.84M Buy
+14,752
New +$1.82M 1.57% 25

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eos Focused Equity Management's UPST Position: Q1 2022 in Review

Eos Focused Equity Management sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 14,290 shares — an estimated $2.16M sold.

Eos Focused Equity Management first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $5.36M in Q3 2021. 496 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Eos Focused Equity Management reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
  • Eos Focused Equity Management sold 14,290 Upstart Holdings shares in Q1 2022, an estimated $2.16M.
  • Eos Focused Equity Management first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Eos Focused Equity Management's Upstart Holdings position peaked at $5.36M in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Eos Focused Equity Management's 13F filing for Q1 2022, filed 2 May 2022.