KG&L Capital Management’s Upstart Holdings UPST Stock Holding History

KG&L 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
2022 Q2	–	Sell	-3,523	Closed	-$384K	–	145
2022 Q1	$384K	Buy	3,523 +1,381	+64%	+$159K	0.16%	103
2021 Q4	$324K	Buy	+2,142	New	+$535K	0.13%	115

Other funds holding UPST

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

VVP

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

KG&L Capital Management's UPST Position: Q2 2022 in Review

KG&L Capital Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,523 shares — an estimated $384K sold.

KG&L Capital Management first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $384K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

KG&L Capital Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
KG&L Capital Management sold 3,523 Upstart Holdings shares in Q2 2022, an estimated $384K.
KG&L Capital Management first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
KG&L Capital Management's Upstart Holdings position peaked at $384K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on KG&L Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.