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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,368
Closed -$335K 109
2022
Q4
$335K Buy
25,368
+497
+2% +$6.57K 0.07% 94
2022
Q3
$517K Buy
+24,871
New +$517K 0.11% 88