Wellington Management Group’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	-12,443	Closed	-$259K	–	2124
2022 Q3	$259K	Buy	12,443 +4,756	+62%	+$99K	﹤0.01%	1940
2022 Q2	$243K	Buy	+7,687	New	+$243K	﹤0.01%	1984
2022 Q1	–	Sell	-9,152	Closed	-$1.39M	–	2227
2021 Q4	$1.39M	Buy	+9,152	New	+$1.39M	﹤0.01%	1749