Freemont Management’s Upstart Holdings UPST Stock Holding History

Freemont 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 Q4	–	Sell	-2,100	Closed	-$44K	–	135
2022 Q3	$44K	Hold	2,100	–	–	0.01%	131
2022 Q2	$66K	Buy	2,100 +1,050	+100%	+$62.5K	0.01%	128
2022 Q1	$115K	Buy	+1,050	New	+$121K	0.02%	127

Other funds holding UPST

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Freemont Management's UPST Position: Q4 2022 in Review

Freemont Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 2,100 shares — an estimated $44K sold.

Freemont Management first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $115K in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Freemont Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Freemont Management sold 2,100 Upstart Holdings shares in Q4 2022, an estimated $44K.
Freemont Management first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
Freemont Management's Upstart Holdings position peaked at $115K in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Freemont Management's 13F filing for Q4 2022, filed 10 Feb 2023.