Oxbow Advisors’s Upstart Holdings UPST Stock Holding History

Oxbow Advisors’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	-9,255	Closed	-$1.01M	–	272
2022 Q1	$1.01M	Buy	9,255 +4,050	+78%	+$467K	0.1%	117
2021 Q4	$788K	Buy	5,205 +1,434	+38%	+$358K	0.08%	140
2021 Q3	$1.19M	Buy	3,771 +270	+8%	+$53.3K	0.12%	124
2021 Q2	$437K	Sell	3,501 -399	-10%	-$49.1K	0.05%	212
2021 Q1	$503K	Buy	+3,900	New	+$299K	0.06%	190

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

Oxbow Advisors's UPST Position: Q2 2022 in Review

Oxbow Advisors sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 9,255 shares — an estimated $1.01M sold.

Oxbow Advisors first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $1.19M in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Oxbow Advisors reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Oxbow Advisors sold 9,255 Upstart Holdings shares in Q2 2022, an estimated $1.01M.
Oxbow Advisors first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Oxbow Advisors's Upstart Holdings position peaked at $1.19M in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Oxbow Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.