MIFH
UPST icon

Migdal Insurance & Financial Holdings’s Upstart Holdings UPST Stock Holding History

Migdal Insurance & Financial Holdings’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
-8,500
Closed -$179K – 571
2022
Q3 		$179K Buy
8,500
+7,000
+467% +$188K ﹤0.01% 227
2022
Q2 		$47K Buy
+1,500
New +$89.3K ﹤0.01% 376

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
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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UPST Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 8,500 shares — an estimated $179K sold.

Migdal Insurance & Financial Holdings first reported a position in UPST in Q2 2022 and held it in 2 quarters. The position peaked at $179K in Q3 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 8,500 Upstart Holdings shares in Q4 2022, an estimated $179K.
  • Migdal Insurance & Financial Holdings first reported a position in Upstart Holdings in Q2 2022 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Upstart Holdings position peaked at $179K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.