Stephens Inc’s Upstart Holdings UPST Stock Holding History

Stephens Inc’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	-4,310	Closed	-$470K	–	1344
2022 Q1	$470K	Buy	4,310 +1,656	+62%	+$191K	0.01%	831
2021 Q4	$402K	Buy	2,654 +1,033	+64%	+$258K	0.01%	926
2021 Q3	$513K	Buy	+1,621	New	+$320K	0.01%	860

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 $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stephens Inc's UPST Position: Q2 2022 in Review

Stephens Inc sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 4,310 shares — an estimated $470K sold.

Stephens Inc first reported a position in UPST in Q3 2021 and held it in 3 quarters. The position peaked at $513K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Stephens Inc reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Stephens Inc sold 4,310 Upstart Holdings shares in Q2 2022, an estimated $470K.
Stephens Inc first reported a position in Upstart Holdings in Q3 2021 and held it in 3 quarters.
Stephens Inc's Upstart Holdings position peaked at $513K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.