Morse Asset Management’s Upstart Holdings UPST Stock Holding History

Morse 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 Q2	–	Sell	-5,030	Closed	-$549K	–	162
2022 Q1	$549K	Buy	5,030 +1,745	+53%	+$201K	0.14%	121
2021 Q4	$497K	Sell	3,285 -1,880	-36%	-$470K	0.11%	120
2021 Q3	$1.63M	Buy	5,165 +1,040	+25%	+$205K	0.39%	66
2021 Q2	$515K	Buy	+4,125	New	+$508K	0.12%	117

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morse Asset Management's UPST Position: Q2 2022 in Review

Morse Asset Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 5,030 shares — an estimated $549K sold.

Morse Asset Management first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $1.63M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Morse Asset Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Morse Asset Management sold 5,030 Upstart Holdings shares in Q2 2022, an estimated $549K.
Morse Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
Morse Asset Management's Upstart Holdings position peaked at $1.63M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Morse Asset Management's 13F filing for Q2 2022, filed 11 Aug 2022.