Seeyond’s Upstart Holdings UPST Stock Holding History

Seeyond’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 Q4	–	Sell	-1,185	Closed	-$24K	–	616
2022 Q3	$24K	Sell	1,185 -66	-5%	-$1.77K	﹤0.01%	602
2022 Q2	$39K	Sell	1,251 -26	-2%	-$1.55K	﹤0.01%	592
2022 Q1	$139K	Buy	+1,277	New	+$147K	0.01%	565

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

BlackRock New York $5.72T AUM 30.48% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Seeyond's UPST Position: Q4 2022 in Review

Seeyond sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 1,185 shares — an estimated $24K sold.

Seeyond first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $139K in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Seeyond reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Seeyond sold 1,185 Upstart Holdings shares in Q4 2022, an estimated $24K.
Seeyond first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
Seeyond's Upstart Holdings position peaked at $139K in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.