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Stonehage Fleming Financial Services’s Upstart Holdings UPST Stock Holding History

Stonehage Fleming Financial Services’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
-350
Closed -$111K – 239
2021
Q3 		$111K Hold
350
– – ﹤0.01% 169
2021
Q2 		$44K Buy
+350
New +$43.1K ﹤0.01% 175

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonehage Fleming Financial Services's UPST Position: Q4 2021 in Review

Stonehage Fleming Financial Services sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 350 shares — an estimated $111K sold.

Stonehage Fleming Financial Services first reported a position in UPST in Q2 2021 and held it in 2 quarters. The position peaked at $111K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Stonehage Fleming Financial Services reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 350 Upstart Holdings shares in Q4 2021, an estimated $111K.
  • Stonehage Fleming Financial Services first reported a position in Upstart Holdings in Q2 2021 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's Upstart Holdings position peaked at $111K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.