Waverton Investment Management’s Upstart Holdings UPST Stock Holding History

Waverton Investment 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	-114,918	Closed	-$2.39M	–	85
2022 Q3	$2.39M	Sell	114,918 -26,705	-19%	-$718K	0.1%	66
2022 Q2	$4.48M	Buy	141,623 +84,063	+146%	+$5.01M	0.17%	56
2022 Q1	$6.28M	Buy	+57,560	New	+$6.63M	0.21%	51

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

Waverton Investment Management's UPST Position: Q4 2022 in Review

Waverton Investment Management sold out of Upstart Holdings (UPST) in Q4 2022, closing a stake of 114,918 shares — an estimated $2.39M sold.

Waverton Investment Management first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $6.28M in Q1 2022. 266 funds tracked by Wall St. Rank hold UPST as of Q4 2022.

Waverton Investment Management reported no remaining Upstart Holdings position as of Q4 2022 after selling out during the quarter.
Waverton Investment Management sold 114,918 Upstart Holdings shares in Q4 2022, an estimated $2.39M.
Waverton Investment Management first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
Waverton Investment Management's Upstart Holdings position peaked at $6.28M in Q1 2022.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2022.

Based on Waverton Investment Management's 13F filing for Q4 2022, filed 2 Feb 2023.