Loomis, Sayles & Company’s Upstart Holdings UPST Stock Holding History

Loomis, Sayles & Company’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	-48	Closed	-$5K	–	1055
2022 Q1	$5K	Buy	+48	New	+$5.53K	﹤0.01%	802

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 $67.7B AUM 51.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Loomis, Sayles & Company's UPST Position: Q2 2022 in Review

Loomis, Sayles & Company sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 48 shares — an estimated $5K sold.

Loomis, Sayles & Company first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Loomis, Sayles & Company reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Loomis, Sayles & Company sold 48 Upstart Holdings shares in Q2 2022, an estimated $5K.
Loomis, Sayles & Company first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
Loomis, Sayles & Company's Upstart Holdings position peaked at $5K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Loomis, Sayles & Company's 13F filing for Q2 2022, filed 5 Aug 2022.