Gladstone Institutional Advisory’s Upstart Holdings UPST Stock Holding History

Gladstone Institutional Advisory’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 Q3	–	Sell	-10,751	Closed	-$340K	–	681
2022 Q2	$340K	Sell	10,751 -2,916	-21%	-$174K	0.03%	484
2022 Q1	$1.49M	Sell	13,667 -12,359	-47%	-$1.42M	0.1%	228
2021 Q4	$3.94M	Buy	26,026 +15,926	+158%	+$3.98M	0.31%	94
2021 Q3	$3.2M	Buy	10,100 +3,500	+53%	+$690K	0.31%	86
2021 Q2	$824K	Buy	+6,600	New	+$812K	0.1%	217

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Gladstone Institutional Advisory's UPST Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 10,751 shares — an estimated $340K sold.

Gladstone Institutional Advisory first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $3.94M in Q4 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Gladstone Institutional Advisory reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,751 Upstart Holdings shares in Q3 2022, an estimated $340K.
Gladstone Institutional Advisory first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
Gladstone Institutional Advisory's Upstart Holdings position peaked at $3.94M in Q4 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.