Mizuho Securities’s Upstart Holdings UPST Stock Holding History

Mizuho 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 Q4	–	Sell	-32	Closed	-$1K	–	199
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	201
2022 Q2	$5K	Sell	32 -1	-3%	-$60	﹤0.01%	159
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	167
2021 Q4	$5K	Buy	+33	New	+$8.24K	﹤0.01%	156

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

Mizuho Securities's UPST Position: Q4 2022 in Review

Mizuho Securities sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Mizuho Securities first reported a position in UPST in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Mizuho Securities reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Mizuho Securities sold 32 Upstart Holdings shares in Q4 2022, an estimated $1K.
Mizuho Securities first reported a position in Upstart Holdings in Q4 2021 and held it in 4 quarters.
Mizuho Securities's Upstart Holdings position peaked at $5K in Q2 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Mizuho Securities's 13F filing for Q4 2022, filed 7 Feb 2023.