Storebrand Asset Management’s Upstart Holdings UPST Stock Holding History

Storebrand Asset Management’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
2024 Q4	–	Sell	-465	Closed	-$18.6K	–	866
2024 Q3	$18.6K	Sell	465 -670	-59%	-$22.3K	﹤0.01%	837
2024 Q2	$26.8K	Hold	1,135	–	–	﹤0.01%	829
2024 Q1	$30.5K	Sell	1,135 -378	-25%	-$11.2K	﹤0.01%	830
2023 Q4	$61.8K	Sell	1,513 -144	-9%	-$4.38K	﹤0.01%	820
2023 Q3	$47.3K	Hold	1,657	–	–	﹤0.01%	827
2023 Q2	$59.3K	Hold	1,657	–	–	﹤0.01%	819
2023 Q1	$26.3K	Sell	1,657 -414	-20%	-$6.96K	﹤0.01%	835
2022 Q4	$27.4K	Sell	2,071 -4,662	-69%	-$90.1K	﹤0.01%	839
2022 Q3	$140K	Sell	6,733 -9,372	-58%	-$252K	﹤0.01%	779
2022 Q2	$509K	Buy	16,105 +11,737	+269%	+$699K	﹤0.01%	719
2022 Q1	$477K	Buy	4,368 +3,527	+419%	+$406K	﹤0.01%	733
2021 Q4	$127K	Buy	+841	New	+$210K	﹤0.01%	795

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Storebrand Asset Management's UPST Position: Q4 2024 in Review

Storebrand Asset Management sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 465 shares — an estimated $18.6K sold.

Storebrand Asset Management first reported a position in UPST in Q4 2021 and held it in 12 quarters. The position peaked at $509K in Q2 2022. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

Storebrand Asset Management reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
Storebrand Asset Management sold 465 Upstart Holdings shares in Q4 2024, an estimated $18.6K.
Storebrand Asset Management first reported a position in Upstart Holdings in Q4 2021 and held it in 12 quarters.
Storebrand Asset Management's Upstart Holdings position peaked at $509K in Q2 2022.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Storebrand Asset Management's 13F filing for Q4 2024, filed 17 Jun 2026.