Private Capital Group’s Upstart Holdings UPST Stock Holding History

Private Capital Group’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	$1K	Hold	41	–	–	﹤0.01%	1792
2022 Q1	$5K	Buy	+41	New	+$4.72K	﹤0.01%	1541
2021 Q4	–	Sell	-42	Closed	-$13K	–	2196
2021 Q3	$13K	Buy	42 +20	+91%	+$3.94K	﹤0.01%	1256
2021 Q2	$3K	Buy	+22	New	+$2.71K	﹤0.01%	1764

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's UPST Position: Q2 2022 in Review

Private Capital Group held its Upstart Holdings (UPST) position steady in Q2 2022 at 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Private Capital Group first reported a position in UPST in Q2 2021 and has held it in 4 quarters since. The position peaked at $13K in Q3 2021. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Private Capital Group held 41 shares of Upstart Holdings worth $1K as of Q2 2022.
Private Capital Group left its Upstart Holdings share count unchanged in Q2 2022.
Upstart Holdings made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1792 holding.
Private Capital Group first reported a position in Upstart Holdings in Q2 2021 and has held it in 4 quarters since.
Private Capital Group's Upstart Holdings position peaked at $13K in Q3 2021.
347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.