Syverson Strege & Co’s Upstart Holdings UPST Stock Holding History

Syverson Strege & Co’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	-6	Closed	-$2K	–	478
2021 Q3	$2K	Buy	+6	New	+$1.18K	﹤0.01%	415

Other funds holding UPST

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

Third Point New York $2.08B AUM 27.04% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Syverson Strege & Co's UPST Position: Q4 2021 in Review

Syverson Strege & Co sold out of Upstart Holdings (UPST) in Q4 2021, closing a stake of 6 shares — an estimated $2K sold.

Syverson Strege & Co first reported a position in UPST in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

Syverson Strege & Co reported no remaining Upstart Holdings position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 6 Upstart Holdings shares in Q4 2021, an estimated $2K.
Syverson Strege & Co first reported a position in Upstart Holdings in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Upstart Holdings position peaked at $2K in Q3 2021.
478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.