Korea Investment Corp’s Upstart Holdings UPST Stock Holding History

Korea Investment Corp’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 Q4	–	Sell	-4,810	Closed	-$100K	–	770
2022 Q3	$100K	Buy	4,810 +2,033	+73%	+$54.7K	﹤0.01%	753
2022 Q2	$88K	Sell	2,777 -128,423	-98%	-$7.65M	﹤0.01%	760
2022 Q1	$14.3M	Buy	131,200 +122,200	+1,358%	+$14.1M	0.04%	382
2021 Q4	$1.36M	Buy	+9,000	New	+$2.25M	﹤0.01%	679

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Korea Investment Corp's UPST Position: Q4 2022 in Review

Korea Investment Corp sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 4,810 shares — an estimated $100K sold.

Korea Investment Corp first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $14.3M in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Korea Investment Corp reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Korea Investment Corp sold 4,810 Upstart Holdings shares in Q4 2022, an estimated $100K.
Korea Investment Corp first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
Korea Investment Corp's Upstart Holdings position peaked at $14.3M in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Korea Investment Corp's 13F filing for Q4 2022, filed 13 Feb 2023.