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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-14,290
Closed -$2.16M 30
2021
Q4
$2.16M Sell
14,290
-2,636
-16% -$399K 1.68% 22
2021
Q3
$5.36M Buy
16,926
+2,174
+15% +$688K 4.08% 9
2021
Q2
$1.84M Buy
+14,752
New +$1.84M 1.57% 25