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Parametric Portfolio Associates’s Upstart Holdings UPST Stock Holding History

Parametric Portfolio Associates’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 		$11.5M Buy
105,620
+81,201
+333% +$9.36M 0.01% 1269
2021
Q4 		$3.69M Buy
24,419
+3,673
+18% +$918K ﹤0.01% 2072
2021
Q3 		$6.57M Buy
20,746
+16,664
+408% +$3.29M ﹤0.01% 1649
2021
Q2 		$510K Buy
+4,082
New +$502K ﹤0.01% 3080

Other funds holding UPST

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parametric Portfolio Associates's UPST Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Upstart Holdings (UPST) stake by 333% in Q1 2022, buying an estimated $9.36M and bringing the position to 105,620 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #1269.

Parametric Portfolio Associates first reported a position in UPST in Q2 2021 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold UPST as of Q1 2022.

  • Parametric Portfolio Associates held 105,620 shares of Upstart Holdings worth $11.5M as of Q1 2022.
  • Parametric Portfolio Associates bought 81,201 Upstart Holdings shares in Q1 2022, an estimated $9.36M.
  • Upstart Holdings made up 0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1269 holding.
  • Parametric Portfolio Associates first reported a position in Upstart Holdings in Q2 2021 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.