Harbour Capital Advisors’s Upstart Holdings UPST Stock Holding History

Harbour Capital Advisors’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 Q2	–	Sell	-3,535	Closed	-$386K	–	243
2022 Q1	$386K	Sell	3,535 -80	-2%	-$9.22K	0.11%	161
2021 Q4	$547K	Buy	3,615 +475	+15%	+$119K	0.13%	140
2021 Q3	$994K	Buy	3,140 +1,325	+73%	+$261K	0.26%	100
2021 Q2	$227K	Buy	+1,815	New	+$223K	0.06%	220

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Harbour Capital Advisors's UPST Position: Q2 2022 in Review

Harbour Capital Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,535 shares — an estimated $386K sold.

Harbour Capital Advisors first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $994K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Harbour Capital Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Harbour Capital Advisors sold 3,535 Upstart Holdings shares in Q2 2022, an estimated $386K.
Harbour Capital Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
Harbour Capital Advisors's Upstart Holdings position peaked at $994K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Harbour Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.