VFM
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Vivid Financial Management’s Upstart Holdings UPST Stock Holding History

Vivid Financial 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
2021
Q4 		$309K Sell
2,041
-444
-18% -$111K 0.12% 98
2021
Q3 		$786K Buy
+2,485
New +$490K 0.32% 47

Other funds holding UPST

Vanguard Group
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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vivid Financial Management's UPST Position: Q4 2021 in Review

Vivid Financial Management reduced its Upstart Holdings (UPST) stake by 18% in Q4 2021, selling an estimated $111K and leaving 2,041 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #98.

Vivid Financial Management first reported a position in UPST in Q3 2021 and has held it in 2 quarters since. The position peaked at $786K in Q3 2021. 478 funds tracked by Wall St. Rank hold UPST as of Q4 2021.

  • Vivid Financial Management held 2,041 shares of Upstart Holdings worth $309K as of Q4 2021.
  • Vivid Financial Management sold 444 Upstart Holdings shares in Q4 2021, an estimated $111K.
  • Upstart Holdings made up 0.12% of Vivid Financial Management's portfolio in Q4 2021, its #98 holding.
  • Vivid Financial Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 2 quarters since.
  • Vivid Financial Management's Upstart Holdings position peaked at $786K in Q3 2021.
  • 478 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.