Griffin Asset Management’s Upstart Holdings UPST Stock Holding History

Griffin Asset 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	-9,877	Closed	-$205K	–	218
2022 Q3	$205K	Sell	9,877 -7,782	-44%	-$209K	0.03%	194
2022 Q2	$558K	Buy	17,659 +1,148	+7%	+$68.4K	0.09%	156
2022 Q1	$1.8M	Buy	16,511 +4,764	+41%	+$549K	0.23%	103
2021 Q4	$1.78M	Sell	11,747 -1,330	-10%	-$332K	0.22%	104
2021 Q3	$4.14M	Buy	13,077 +8,926	+215%	+$1.76M	0.53%	53
2021 Q2	$518K	Buy	+4,151	New	+$511K	0.06%	179

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

Griffin Asset Management's UPST Position: Q4 2022 in Review

Griffin Asset Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 9,877 shares — an estimated $205K sold.

Griffin Asset Management first reported a position in UPST in Q2 2021 and held it in 6 quarters. The position peaked at $4.14M in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Griffin Asset Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Griffin Asset Management sold 9,877 Upstart Holdings shares in Q4 2022, an estimated $205K.
Griffin Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 6 quarters.
Griffin Asset Management's Upstart Holdings position peaked at $4.14M in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Griffin Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.