Jupiter Asset Management’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,000
Closed -$4.43M 644
2021
Q3
$4.43M Sell
14,000
-601
-4% -$190K 0.05% 274
2021
Q2
$1.82M Buy
14,601
+5,098
+54% +$637K 0.02% 392
2021
Q1
$1.22M Sell
9,503
-6,298
-40% -$808K 0.01% 432
2020
Q4
$642K Buy
+15,801
New +$642K 0.01% 491