Rossmore Private Capital’s Upstart Holdings UPST Stock Holding History

Rossmore Private Capital’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	-3,042	Closed	-$332K	–	238
2022 Q1	$332K	Hold	3,042	–	–	0.05%	183
2021 Q4	$460K	Hold	3,042	–	–	0.07%	164
2021 Q3	$963K	Buy	3,042 +1,063	+54%	+$210K	0.16%	118
2021 Q2	$247K	Sell	1,979 -171	-8%	-$21K	0.04%	199
2021 Q1	$277K	Buy	+2,150	New	+$165K	0.05%	186

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Rossmore Private Capital sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 3,042 shares — an estimated $332K sold.

Rossmore Private Capital first reported a position in UPST in Q1 2021 and held it in 5 quarters. The position peaked at $963K in Q3 2021. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Rossmore Private Capital reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Rossmore Private Capital sold 3,042 Upstart Holdings shares in Q2 2022, an estimated $332K.
Rossmore Private Capital first reported a position in Upstart Holdings in Q1 2021 and held it in 5 quarters.
Rossmore Private Capital's Upstart Holdings position peaked at $963K in Q3 2021.
347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Rossmore Private Capital's 13F filing for Q2 2022, filed 11 Aug 2022.