Kore Private Wealth’s Upstart Holdings UPST Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-17,500	Closed	-$553K	–	318
2022 Q2	$553K	Hold	17,500	–	–	0.09%	153
2022 Q1	$1.91M	Sell	17,500 -1,254	-7%	-$144K	0.24%	76
2021 Q4	$2.84M	Buy	18,754 +17,500	+1,396%	+$4.37M	0.35%	59
2021 Q3	$397K	Buy	+1,254	New	+$247K	0.04%	275
2021 Q2	–	Sell	-2,508	Closed	-$323K	–	435
2021 Q1	$323K	Buy	+2,508	New	+$192K	0.04%	258

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kore Private Wealth's UPST Position: Q3 2022 in Review

Kore Private Wealth sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 17,500 shares — an estimated $553K sold.

Kore Private Wealth first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $2.84M in Q4 2021. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Kore Private Wealth reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 17,500 Upstart Holdings shares in Q3 2022, an estimated $553K.
Kore Private Wealth first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Kore Private Wealth's Upstart Holdings position peaked at $2.84M in Q4 2021.
306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.