Panagora Asset Management’s Upstart Holdings UPST Stock Holding History

Panagora 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 Q3	–	Sell	-7,348	Closed	-$232K	–	1550
2022 Q2	$232K	Buy	7,348 +3,426	+87%	+$204K	﹤0.01%	1373
2022 Q1	$428K	Buy	+3,922	New	+$452K	﹤0.01%	1269
2021 Q3	–	Sell	-116	Closed	-$14K	–	2365
2021 Q2	$14K	Buy	+116	New	+$14.3K	﹤0.01%	2211

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Panagora Asset Management's UPST Position: Q3 2022 in Review

Panagora Asset Management sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 7,348 shares — an estimated $232K sold.

Panagora Asset Management first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $428K in Q1 2022. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Panagora Asset Management reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Panagora Asset Management sold 7,348 Upstart Holdings shares in Q3 2022, an estimated $232K.
Panagora Asset Management first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
Panagora Asset Management's Upstart Holdings position peaked at $428K in Q1 2022.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Panagora Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.