Van Hulzen Asset Management’s Upstart Holdings UPST Stock Holding History

Van Hulzen 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 Q4	–	Sell	-17,365	Closed	-$361K	–	303
2022 Q3	$361K	Buy	17,365 +607	+4%	+$16.3K	0.04%	194
2022 Q2	$530K	Buy	16,758 +10,388	+163%	+$619K	0.06%	163
2022 Q1	$695K	Buy	+6,370	New	+$734K	0.07%	139

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Van Hulzen Asset Management's UPST Position: Q4 2022 in Review

Van Hulzen Asset Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 17,365 shares — an estimated $361K sold.

Van Hulzen Asset Management first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $695K in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Van Hulzen Asset Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Van Hulzen Asset Management sold 17,365 Upstart Holdings shares in Q4 2022, an estimated $361K.
Van Hulzen Asset Management first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
Van Hulzen Asset Management's Upstart Holdings position peaked at $695K in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Van Hulzen Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.