Lee Financial’s Upstart Holdings UPST Stock Holding History

Lee Financial’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	-6	Closed	-$2K	–	958
2021 Q3	$2K	Buy	+6	New	+$1.18K	﹤0.01%	652

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

Lee Financial's UPST Position: Q4 2021 in Review

Lee Financial sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 6 shares — an estimated $2K sold.

Lee Financial first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

Lee Financial reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
Lee Financial sold 6 Upstart Holdings shares in Q4 2021, an estimated $2K.
Lee Financial first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
Lee Financial's Upstart Holdings position peaked at $2K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.