SlateStone Wealth’s Upstart Holdings UPST Stock Holding History

SlateStone Wealth’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
2021 Q4	–	Sell	-6,969	Closed	-$2.21M	–	185
2021 Q3	$2.21M	Buy	+6,969	New	+$1.37M	0.5%	48

Other funds holding UPST

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

VVP

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

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

SlateStone Wealth's UPST Position: Q4 2021 in Review

SlateStone Wealth sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 6,969 shares — an estimated $2.21M sold.

SlateStone Wealth first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $2.21M in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

SlateStone Wealth reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
SlateStone Wealth sold 6,969 Upstart Holdings shares in Q4 2021, an estimated $2.21M.
SlateStone Wealth first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
SlateStone Wealth's Upstart Holdings position peaked at $2.21M in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on SlateStone Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.