Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 | – | Sell |
-262,000
| Closed | -$12.1M | – | 1212 |
|
|
2025
Q1 | $12.1M | Hold |
262,000
| – | – | 0.03% | 355 |
|
|
2024
Q4 | $16.1M | Buy |
+262,000
| New | +$16.1M | 0.03% | 327 |
|
|
2023
Q3 | – | Sell |
-93,525
| Closed | -$3.35M | – | 1269 |
|
|
2023
Q2 | $3.35M | Hold |
93,525
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $1.49M | Hold |
93,525
| – | – | 0.01% | 628 |
|
|
2022
Q4 | $1.24M | Hold |
93,525
| – | – | 0.01% | 829 |
|
|
2022
Q3 | $1.94M | Hold |
93,525
| – | – | 0.01% | 694 |
|
|
2022
Q2 | $2.96M | Hold |
93,525
| – | – | 0.01% | 618 |
|
|
2022
Q1 | $10.2M | Sell |
93,525
-22,600
| -19% | -$2.47M | 0.04% | 304 |
|
|
2021
Q4 | $17.6M | Buy |
116,125
+22,600
| +24% | +$3.42M | 0.04% | 298 |
|
|
2021
Q3 | $29.6M | Sell |
93,525
-1,028,624
| -92% | -$325M | 0.07% | 165 |
|
|
2021
Q2 | $140M | Sell |
1,122,149
-1,100,000
| -50% | -$137M | 0.31% | 54 |
|
|
2021
Q1 | $235M | Hold |
2,222,149
| – | – | 0.58% | 24 |
|
|
2020
Q4 | $74.3M | Buy |
+2,222,149
| New | +$74.3M | 0.2% | 92 |
|