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Oppenheimer & Co’s Upstart Holdings UPST Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-1,653
Closed -$250K – 1590
2021
Q4 		$250K Buy
1,653
+575
+53% +$144K ﹤0.01% 1303
2021
Q3 		$341K Buy
+1,078
New +$213K 0.01% 1169

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oppenheimer & Co's UPST Position: Q1 2022 in Review

Oppenheimer & Co sold out of Upstart Holdings (UPST) in Q1 2022, closing a stake of 1,653 shares — an estimated $250K sold.

Oppenheimer & Co first reported a position in UPST in Q3 2021 and held it in 2 quarters. The position peaked at $341K in Q3 2021. 495 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Oppenheimer & Co reported no remaining Upstart Holdings position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 1,653 Upstart Holdings shares in Q1 2022, an estimated $250K.
  • Oppenheimer & Co first reported a position in Upstart Holdings in Q3 2021 and held it in 2 quarters.
  • Oppenheimer & Co's Upstart Holdings position peaked at $341K in Q3 2021.
  • 495 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.