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Pittenger & Anderson Inc’s Upstart Holdings UPST Stock Holding History

Pittenger & Anderson Inc’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
-26
Closed -$3K – 466
2022
Q1 		$3K Buy
26
+19
+271% +$2.19K ﹤0.01% 415
2021
Q4 		$1K Buy
+7
New +$1.75K ﹤0.01% 445

Other funds holding UPST

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pittenger & Anderson Inc's UPST Position: Q2 2022 in Review

Pittenger & Anderson Inc sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Pittenger & Anderson Inc first reported a position in UPST in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Pittenger & Anderson Inc reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 26 Upstart Holdings shares in Q2 2022, an estimated $3K.
  • Pittenger & Anderson Inc first reported a position in Upstart Holdings in Q4 2021 and held it in 2 quarters.
  • Pittenger & Anderson Inc's Upstart Holdings position peaked at $3K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2022, filed 14 Jul 2022.