Homrich & Berg’s Upstart Holdings UPST Stock Holding History

Homrich & Berg’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 Q3	–	Sell	-1,000	Closed	-$124K	–	499
2021 Q2	$124K	Buy	+1,000	New	+$123K	﹤0.01%	484

Other funds holding UPST

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Homrich & Berg's UPST Position: Q3 2021 in Review

Homrich & Berg sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 1,273 shares — an estimated $159K sold.

Homrich & Berg first reported a position in UPST in Q2 2021 and held it in 1 quarter. The position peaked at $159K in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

Homrich & Berg reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 1,273 Upstart Holdings shares in Q3 2021, an estimated $159K.
Homrich & Berg first reported a position in Upstart Holdings in Q2 2021 and held it in 1 quarter.
Homrich & Berg's Upstart Holdings position peaked at $159K in Q2 2021.
425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.