M Holdings Securities’s Upstart Holdings UPST Stock Holding History

M Holdings Securities’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	-6,407	Closed	-$699K	–	511
2022 Q1	$699K	Buy	+6,407	New	+$738K	0.05%	237

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

M Holdings Securities's UPST Position: Q2 2022 in Review

M Holdings Securities sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 6,407 shares — an estimated $699K sold.

M Holdings Securities first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $699K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

M Holdings Securities reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 6,407 Upstart Holdings shares in Q2 2022, an estimated $699K.
M Holdings Securities first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
M Holdings Securities's Upstart Holdings position peaked at $699K in Q1 2022.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.