Meeder Asset Management’s Upstart Holdings UPST Stock Holding History

Meeder Asset Management’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	-128	Closed	-$3K	–	1948
2022 Q3	$3K	Sell	128 -126	-50%	-$3.39K	﹤0.01%	1755
2022 Q2	$8K	Buy	254 +105	+70%	+$6.25K	﹤0.01%	1472
2022 Q1	$16K	Sell	149 -807	-84%	-$93K	﹤0.01%	1379
2021 Q4	$145K	Buy	956 +946	+9,460%	+$236K	0.01%	362
2021 Q3	$3K	Buy	+10	New	+$1.97K	﹤0.01%	2112

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

Meeder Asset Management's UPST Position: Q4 2022 in Review

Meeder Asset Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 128 shares — an estimated $3K sold.

Meeder Asset Management first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $145K in Q4 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Meeder Asset Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 128 Upstart Holdings shares in Q4 2022, an estimated $3K.
Meeder Asset Management first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
Meeder Asset Management's Upstart Holdings position peaked at $145K in Q4 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.