VVP
Vulcan Value Partners’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,996,381
| Closed | -$126M | – | 42 |
|
|
2022
Q2 | $126M | Sell |
3,996,381
-3,244,826
| -45% | -$103M | 1.24% | 24 |
|
|
2022
Q1 | $790M | Buy |
7,241,207
+2,395,892
| +49% | +$261M | 4.85% | 5 |
|
|
2021
Q4 | $733M | Buy |
4,845,315
+594,854
| +14% | +$90M | 3.75% | 15 |
|
|
2021
Q3 | $1.35B | Buy |
4,250,461
+2,729,357
| +179% | +$864M | 7.23% | 1 |
|
|
2021
Q2 | $190M | Buy |
1,521,104
+538,016
| +55% | +$67.2M | 1.03% | 23 |
|
|
2021
Q1 | $127M | Sell |
983,088
-608,718
| -38% | -$78.4M | 0.75% | 23 |
|
|
2020
Q4 | $64.9M | Buy |
+1,591,806
| New | +$64.9M | 0.42% | 24 |
|