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Mariner Independent Advisor Network’s Upstart Holdings UPST Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$372K Buy
17,875
+5,395
+43% +$145K 0.02% 505
2022
Q2 		$419K Buy
+12,480
New +$743K 0.02% 491

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mariner Independent Advisor Network's UPST Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Upstart Holdings (UPST) stake by 43% in Q3 2022, buying an estimated $145K and bringing the position to 17,875 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #505.

Mariner Independent Advisor Network first reported a position in UPST in Q2 2022 and has held it in 2 quarters since. The position peaked at $419K in Q2 2022. 306 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

  • Mariner Independent Advisor Network held 17,875 shares of Upstart Holdings worth $372K as of Q3 2022.
  • Mariner Independent Advisor Network bought 5,395 Upstart Holdings shares in Q3 2022, an estimated $145K.
  • Upstart Holdings made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #505 holding.
  • Mariner Independent Advisor Network first reported a position in Upstart Holdings in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Upstart Holdings position peaked at $419K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.