Guggenheim Capital’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,101	Closed	-$229K	–	2136
2022 Q1	$229K	Buy	2,101 +320	+18%	+$34.9K	﹤0.01%	1995
2021 Q4	$269K	Buy	1,781 +1,014	+132%	+$153K	﹤0.01%	1926
2021 Q3	$243K	Buy	+767	New	+$243K	﹤0.01%	1996