EWG Elevate’s Upstart Holdings UPST Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-90	Closed	-$1.19K	–	742
2022 Q4	$1.19K	Buy	+90	New	+$1.74K	﹤0.01%	649

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWG Elevate's UPST Position: Q1 2023 in Review

EWG Elevate sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 90 shares — an estimated $1.19K sold.

EWG Elevate first reported a position in UPST in Q4 2022 and held it in 1 quarter. The position peaked at $1.19K in Q4 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

EWG Elevate reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 90 Upstart Holdings shares in Q1 2023, an estimated $1.19K.
EWG Elevate first reported a position in Upstart Holdings in Q4 2022 and held it in 1 quarter.
EWG Elevate's Upstart Holdings position peaked at $1.19K in Q4 2022.
265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.