ZB
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Zions Bancorporation’s Upstart Holdings UPST Stock Holding History

Zions Bancorporation’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
2023
Q1 		– Sell
-100
Closed -$1.32K – 1035
2022
Q4 		$1.32K Hold
100
– – ﹤0.01% 989
2022
Q3 		$2K Sell
100
-48
-32% -$1.29K ﹤0.01% 878
2022
Q2 		$5K Buy
148
+124
+517% +$7.38K ﹤0.01% 871
2022
Q1 		$3K Buy
+24
New +$2.77K ﹤0.01% 1037

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zions Bancorporation's UPST Position: Q1 2023 in Review

Zions Bancorporation sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 100 shares — an estimated $1.32K sold.

Zions Bancorporation first reported a position in UPST in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

  • Zions Bancorporation reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
  • Zions Bancorporation sold 100 Upstart Holdings shares in Q1 2023, an estimated $1.32K.
  • Zions Bancorporation first reported a position in Upstart Holdings in Q1 2022 and held it in 4 quarters.
  • Zions Bancorporation's Upstart Holdings position peaked at $5K in Q2 2022.
  • 265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Zions Bancorporation's 13F filing for Q1 2023, filed 10 May 2023.