Utah Retirement Systems’s Upstart Holdings UPST Stock Holding History

Utah Retirement Systems’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	-7,847	Closed	-$248K	–	983
2022 Q2	$248K	Buy	7,847 +1,300	+20%	+$77.4K	﹤0.01%	918
2022 Q1	$714K	Buy	6,547 +100	+2%	+$11.5K	0.01%	813
2021 Q4	$975K	Buy	6,447 +100	+2%	+$25K	0.01%	781
2021 Q3	$2.01M	Buy	+6,347	New	+$1.25M	0.03%	565

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

Utah Retirement Systems's UPST Position: Q3 2022 in Review

Utah Retirement Systems sold out of Upstart Holdings (UPST) in Q3 2022, closing a stake of 7,847 shares — an estimated $248K sold.

Utah Retirement Systems first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $2.01M in Q3 2021. 305 funds tracked by Wall St. Rank hold UPST as of Q3 2022.

Utah Retirement Systems reported no remaining Upstart Holdings position as of Q3 2022 after selling out during the quarter.
Utah Retirement Systems sold 7,847 Upstart Holdings shares in Q3 2022, an estimated $248K.
Utah Retirement Systems first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
Utah Retirement Systems's Upstart Holdings position peaked at $2.01M in Q3 2021.
305 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2022.

Based on Utah Retirement Systems's 13F filing for Q3 2022, filed 14 Nov 2022.