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Kaizen Financial Strategies’s Upstart Holdings UPST Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-3,725
Closed -$406K – 138
2022
Q1 		$406K Buy
3,725
+535
+17% +$61.6K 0.32% 74
2021
Q4 		$483K Buy
3,190
+90
+3% +$22.5K 0.36% 70
2021
Q3 		$981K Buy
+3,100
New +$611K 0.79% 36

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Financial Strategies's UPST Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,725 shares — an estimated $406K sold.

Kaizen Financial Strategies first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $981K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,725 Upstart Holdings shares in Q2 2022, an estimated $406K.
  • Kaizen Financial Strategies first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
  • Kaizen Financial Strategies's Upstart Holdings position peaked at $981K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.