Handelsbanken Fonder’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
20,200
+1,100
| +6% | +$71.2K | ﹤0.01% | 844 |
|
|
2025
Q1 | $879K | Sell |
19,100
-300
| -2% | -$13.8K | ﹤0.01% | 991 |
|
|
2024
Q4 | $1.19M | Buy |
19,400
+4,500
| +30% | +$277K | ﹤0.01% | 887 |
|
|
2024
Q3 | $596K | Hold |
14,900
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q2 | $351K | Hold |
14,900
| – | – | ﹤0.01% | 1321 |
|
|
2024
Q1 | $401K | Buy |
14,900
+2,900
| +24% | +$78K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $490K | Buy |
12,000
+2,000
| +20% | +$81.7K | ﹤0.01% | 1163 |
|
|
2023
Q3 | $285K | Hold |
10,000
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q2 | $358K | Buy |
+10,000
| New | +$358K | ﹤0.01% | 1253 |
|
|
2022
Q3 | – | Sell |
-9,600
| Closed | -$304K | – | 1600 |
|
|
2022
Q2 | $304K | Sell |
9,600
-26,971
| -74% | -$854K | ﹤0.01% | 1327 |
|
|
2022
Q1 | $3.99M | Buy |
36,571
+2,531
| +7% | +$276K | 0.02% | 481 |
|
|
2021
Q4 | $5.15M | Buy |
+34,040
| New | +$5.15M | 0.03% | 468 |
|