SAM
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Simplify Asset Management’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,050
Closed -$224K 90
2022
Q1
$224K Buy
+2,050
New +$224K 0.01% 72
2021
Q4
Sell
-1,352
Closed -$428K 68
2021
Q3
$428K Buy
+1,352
New +$428K 0.03% 12