Howe & Rusling’s Upstart Holdings UPST Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-25	Closed	-$4K	–	1087
2021 Q4	$4K	Buy	25 +10	+67%	+$2.5K	﹤0.01%	765
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	668
2021 Q2	$2K	Buy	+15	New	+$1.85K	﹤0.01%	841

Other funds holding UPST

VVP

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

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

FAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's UPST Position: Q1 2022 in Review

Howe & Rusling sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

Howe & Rusling first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

Howe & Rusling reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
Howe & Rusling sold 25 Upstart Holdings shares in Q1 2022, an estimated $4K.
Howe & Rusling first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
Howe & Rusling's Upstart Holdings position peaked at $5K in Q3 2021.
495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.