Liontrust Investment Partners’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
91,612
-69,790
| -43% | -$4.51M | 0.08% | 118 |
|
|
2025
Q1 | $7.43M | Buy |
161,402
+97,836
| +154% | +$4.5M | 0.12% | 112 |
|
|
2024
Q4 | $3.91M | Sell |
63,566
-226,434
| -78% | -$13.9M | 0.06% | 127 |
|
|
2024
Q3 | $6.84M | Hold |
290,000
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $6.84M | Buy |
290,000
+60,000
| +26% | +$1.42M | 0.1% | 109 |
|
|
2024
Q1 | $6.18M | Buy |
230,000
+75,000
| +48% | +$2.02M | 0.09% | 119 |
|
|
2023
Q4 | $6.33M | Sell |
155,000
-70,000
| -31% | -$2.86M | 0.09% | 111 |
|
|
2023
Q3 | $6.42M | Buy |
225,000
+15,000
| +7% | +$428K | 0.1% | 109 |
|
|
2023
Q2 | $7.52M | Buy |
+210,000
| New | +$7.52M | 0.11% | 112 |
|
|
2023
Q1 | – | Sell |
-155,000
| Closed | -$2.05M | – | 238 |
|
|
2022
Q4 | $2.05M | Hold |
155,000
| – | – | 0.04% | 139 |
|
|
2022
Q3 | $3.22M | Buy |
155,000
+45,000
| +41% | +$936K | 0.05% | 162 |
|
|
2022
Q2 | $3.48M | Buy |
110,000
+25,000
| +29% | +$791K | 0.05% | 172 |
|
|
2022
Q1 | $9.27M | Buy |
85,000
+33,000
| +63% | +$3.6M | 0.12% | 81 |
|
|
2021
Q4 | $7.87M | Buy |
52,000
+15,000
| +41% | +$2.27M | 0.09% | 111 |
|
|
2021
Q3 | $11.7M | Buy |
+37,000
| New | +$11.7M | 0.16% | 71 |
|