Kamunting Street Capital Management’s Upstart Holdings UPST Stock Holding History

Kamunting Street Capital Management’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
2023 Q1	–	Sell	-27,406	Closed	-$362K	–	42
2022 Q4	$362K	Sell	27,406 -5,000	-15%	-$96.6K	0.57%	17
2022 Q3	$674K	Buy	32,406 +10,000	+45%	+$269K	1.11%	13
2022 Q2	$708K	Sell	22,406 -11,454	-34%	-$682K	0.96%	20
2022 Q1	$3.69M	Buy	+33,860	New	+$3.9M	4.6%	7
2021 Q3	–	Sell	-10,000	Closed	-$1.25M	–	79
2021 Q2	$1.25M	Buy	+10,000	New	+$1.23M	0.51%	47

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kamunting Street Capital Management's UPST Position: Q1 2023 in Review

Kamunting Street Capital Management sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 27,406 shares — an estimated $362K sold.

Kamunting Street Capital Management first reported a position in UPST in Q2 2021 and held it in 5 quarters. The position peaked at $3.69M in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

Kamunting Street Capital Management reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
Kamunting Street Capital Management sold 27,406 Upstart Holdings shares in Q1 2023, an estimated $362K.
Kamunting Street Capital Management first reported a position in Upstart Holdings in Q2 2021 and held it in 5 quarters.
Kamunting Street Capital Management's Upstart Holdings position peaked at $3.69M in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Kamunting Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.