Lincoln National Corp’s Upstart Holdings UPST Stock Holding History

Lincoln National 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 Q2	–	Sell	-4,604	Closed	-$503K	–	949
2022 Q1	$503K	Sell	4,604 -408	-8%	-$47K	0.01%	518
2021 Q4	$758K	Buy	5,012 +1,226	+32%	+$306K	0.02%	413
2021 Q3	$1.2M	Sell	3,786 -50	-1%	-$9.86K	0.03%	293
2021 Q2	$479K	Buy	+3,836	New	+$472K	0.01%	508

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Lincoln National Corp's UPST Position: Q2 2022 in Review

Lincoln National Corp sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 4,604 shares — an estimated $503K sold.

Lincoln National Corp first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $1.2M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Lincoln National Corp reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 4,604 Upstart Holdings shares in Q2 2022, an estimated $503K.
Lincoln National Corp first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
Lincoln National Corp's Upstart Holdings position peaked at $1.2M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.