Winch Advisory Services’s Upstart Holdings UPST Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-287	Closed	-$31K	–	480
2022 Q1	$31K	Buy	+287	New	+$33.1K	0.01%	168
2021 Q4	–	Sell	-144	Closed	-$46K	–	505
2021 Q3	$46K	Buy	144 +63	+78%	+$12.4K	0.02%	137
2021 Q2	$10K	Buy	81 +47	+138%	+$5.78K	﹤0.01%	272
2021 Q1	$4K	Buy	+34	New	+$2.61K	﹤0.01%	338

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winch Advisory Services's UPST Position: Q2 2022 in Review

Winch Advisory Services sold out of Upstart Holdings (UPST) in Q2 2022, closing a stake of 287 shares — an estimated $31K sold.

Winch Advisory Services first reported a position in UPST in Q1 2021 and held it in 4 quarters. The position peaked at $46K in Q3 2021. 346 funds tracked by Wall St. Rank hold UPST as of Q2 2022.

Winch Advisory Services reported no remaining Upstart Holdings position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 287 Upstart Holdings shares in Q2 2022, an estimated $31K.
Winch Advisory Services first reported a position in Upstart Holdings in Q1 2021 and held it in 4 quarters.
Winch Advisory Services's Upstart Holdings position peaked at $46K in Q3 2021.
346 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.