Malaga Cove Capital’s Upstart Holdings UPST Stock Holding History

Malaga Cove Capital’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 Q4	–	Sell	-13,381	Closed	-$278K	–	172
2022 Q3	$278K	Buy	13,381 +500	+4%	+$13.4K	0.16%	133
2022 Q2	$405K	Buy	12,881 +100	+0.8%	+$5.96K	0.23%	109
2022 Q1	$1.39M	Buy	12,781 +2,231	+21%	+$257K	0.63%	51
2021 Q4	$1.6M	Buy	10,550 +3,225	+44%	+$806K	0.62%	49
2021 Q3	$2.32M	Buy	7,325 +125	+2%	+$24.7K	0.96%	21
2021 Q2	$899K	Buy	+7,200	New	+$886K	0.38%	92

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

BlackRock New York $5.72T AUM 30.48% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Malaga Cove Capital's UPST Position: Q4 2022 in Review

Malaga Cove Capital sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 13,381 shares — an estimated $278K sold.

Malaga Cove Capital first reported a position in UPST in Q2 2021 and held it in 6 quarters. The position peaked at $2.32M in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Malaga Cove Capital reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Malaga Cove Capital sold 13,381 Upstart Holdings shares in Q4 2022, an estimated $278K.
Malaga Cove Capital first reported a position in Upstart Holdings in Q2 2021 and held it in 6 quarters.
Malaga Cove Capital's Upstart Holdings position peaked at $2.32M in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Malaga Cove Capital's 13F filing for Q4 2022, filed 9 Feb 2023.