Harbor Investment Advisory’s Upstart Holdings UPST Stock Holding History

Harbor Investment 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 Q4	–	Sell	-500	Closed	-$10K	–	1382
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	1047
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	953
2022 Q1	$55K	Sell	500 -20	-4%	-$2.3K	0.01%	729
2021 Q4	$79K	Hold	520	–	–	0.01%	609
2021 Q3	$165K	Buy	520 +420	+420%	+$82.8K	0.02%	403
2021 Q2	$12K	Sell	100 -300	-75%	-$36.9K	﹤0.01%	987
2021 Q1	$52K	Buy	+400	New	+$30.7K	0.01%	677

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

Harbor Investment Advisory's UPST Position: Q4 2022 in Review

Harbor Investment Advisory sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 500 shares — an estimated $10K sold.

Harbor Investment Advisory first reported a position in UPST in Q1 2021 and held it in 7 quarters. The position peaked at $165K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Harbor Investment Advisory reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Harbor Investment Advisory sold 500 Upstart Holdings shares in Q4 2022, an estimated $10K.
Harbor Investment Advisory first reported a position in Upstart Holdings in Q1 2021 and held it in 7 quarters.
Harbor Investment Advisory's Upstart Holdings position peaked at $165K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.