UMB Bank’s Upstart Holdings UPST Stock Holding History

UMB Bank’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 Q3	–	Sell	-3,183	Closed	-$101K	–	1982
2022 Q2	$101K	Sell	3,183 -502	-14%	-$29.9K	﹤0.01%	755
2022 Q1	$402K	Buy	3,685 +726	+25%	+$83.6K	0.01%	511
2021 Q4	$448K	Buy	+2,959	New	+$739K	0.01%	498

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

UMB Bank's UPST Position: Q3 2022 in Review

UMB Bank sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 3,183 shares — an estimated $101K sold.

UMB Bank first reported a position in UPST in Q4 2021 and held it in 3 quarters. The position peaked at $448K in Q4 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

UMB Bank reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
UMB Bank sold 3,183 Upstart Holdings shares in Q3 2022, an estimated $101K.
UMB Bank first reported a position in Upstart Holdings in Q4 2021 and held it in 3 quarters.
UMB Bank's Upstart Holdings position peaked at $448K in Q4 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.