L & S Advisors’s Upstart Holdings UPST Stock Holding History

L & S Advisors’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
2021 Q4	–	Sell	-1,500	Closed	-$475K	–	346
2021 Q3	$475K	Sell	1,500 -2,040	-58%	-$402K	0.05%	244
2021 Q2	$442K	Buy	+3,540	New	+$436K	0.05%	256

Other funds holding UPST

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

VVP

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

L & S Advisors's UPST Position: Q4 2021 in Review

L & S Advisors sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 1,500 shares — an estimated $475K sold.

L & S Advisors first reported a position in UPST in Q2 2021 and held it in 2 quarters. The position peaked at $475K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

L & S Advisors reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
L & S Advisors sold 1,500 Upstart Holdings shares in Q4 2021, an estimated $475K.
L & S Advisors first reported a position in Upstart Holdings in Q2 2021 and held it in 2 quarters.
L & S Advisors's Upstart Holdings position peaked at $475K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on L & S Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.