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Sumitomo Mitsui DS Asset Management’s Upstart Holdings UPST Stock Holding History

Sumitomo Mitsui DS 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
2022
Q2 		– Sell
-1,861
Closed -$203K – 784
2022
Q1 		$203K Buy
+1,861
New +$214K ﹤0.01% 755

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's UPST Position: Q2 2022 in Review

Sumitomo Mitsui DS Asset Management sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 1,861 shares — an estimated $203K sold.

Sumitomo Mitsui DS Asset Management first reported a position in UPST in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 347 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

  • Sumitomo Mitsui DS Asset Management reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 1,861 Upstart Holdings shares in Q2 2022, an estimated $203K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Upstart Holdings in Q1 2022 and held it in 1 quarter.
  • Sumitomo Mitsui DS Asset Management's Upstart Holdings position peaked at $203K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2022, filed 13 Jul 2022.