Waverton Investment Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-114,918	Closed	-$2.39M	–	85
2022 Q3	$2.39M	Sell	114,918 -26,705	-19%	-$555K	0.1%	66
2022 Q2	$4.48M	Buy	141,623 +84,063	+146%	+$2.66M	0.17%	56
2022 Q1	$6.28M	Buy	+57,560	New	+$6.28M	0.21%	51