PPA
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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 $3.77B 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 $5.7T 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 $1.79B 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 $86.6B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return