Liontrust Investment Partners’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.26M Buy
2025
Q2
$5.93M Sell
2025
Q1
$7.43M Buy
2024
Q4
$3.91M Sell
2024
Q3
$6.84M Hold
2024
Q2
$6.84M Buy
2024
Q1
$6.18M Buy
2023
Q4
$6.33M Sell
2023
Q3
$6.42M Buy
2023
Q2
$7.52M Buy
2023
Q1
Sell
2022
Q4
$2.05M Hold
2022
Q3
$3.22M Buy
2022
Q2
$3.48M Buy
2022
Q1
$9.27M Buy
2021
Q4
$7.87M Buy
2021
Q3
$11.7M Buy