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Holderness Investments Company’s Upstart Holdings UPST Stock Holding History

Holderness Investments Company’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
2021
Q4 		– Sell
-649
Closed -$205K – 232
2021
Q3 		$205K Buy
+649
New +$128K 0.07% 214

Other funds holding UPST

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holderness Investments Company's UPST Position: Q4 2021 in Review

Holderness Investments Company sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 649 shares — an estimated $205K sold.

Holderness Investments Company first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $205K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Holderness Investments Company reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
  • Holderness Investments Company sold 649 Upstart Holdings shares in Q4 2021, an estimated $205K.
  • Holderness Investments Company first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
  • Holderness Investments Company's Upstart Holdings position peaked at $205K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Holderness Investments Company's 13F filing for Q4 2021, filed 9 Feb 2022.