La Financiere de L'Echiquier’s Upstart Holdings UPST Stock Holding History

La Financiere de L'Echiquier’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	-157,000	Closed	-$4.96M	–	97
2022 Q2	$4.96M	Sell	157,000 -240,024	-60%	-$14.3M	0.29%	57
2022 Q1	$43.3M	Buy	+397,024	New	+$45.7M	1.78%	22

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 $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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

La Financiere de L'Echiquier's UPST Position: Q3 2022 in Review

La Financiere de L'Echiquier sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 157,000 shares — an estimated $4.96M sold.

La Financiere de L'Echiquier first reported a position in UPST in Q1 2022 and held it in 2 quarters. The position peaked at $43.3M in Q1 2022. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

La Financiere de L'Echiquier reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
La Financiere de L'Echiquier sold 157,000 Upstart Holdings shares in Q3 2022, an estimated $4.96M.
La Financiere de L'Echiquier first reported a position in Upstart Holdings in Q1 2022 and held it in 2 quarters.
La Financiere de L'Echiquier's Upstart Holdings position peaked at $43.3M in Q1 2022.
306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on La Financiere de L'Echiquier's 13F filing for Q3 2022, filed 2 Nov 2022.