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Abacus Planning Group’s Upstart Holdings UPST Stock Holding History

Abacus Planning Group’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
2021
Q3 		– Sell
-5,483
Closed -$685K – 200
2021
Q2 		$685K Buy
+5,483
New +$675K 0.21% 81

Other funds holding UPST

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Abacus Planning Group's UPST Position: Q3 2021 in Review

Abacus Planning Group sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 5,483 shares — an estimated $685K sold.

Abacus Planning Group first reported a position in UPST in Q2 2021 and held it in 1 quarter. The position peaked at $685K in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

  • Abacus Planning Group reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
  • Abacus Planning Group sold 5,483 Upstart Holdings shares in Q3 2021, an estimated $685K.
  • Abacus Planning Group first reported a position in Upstart Holdings in Q2 2021 and held it in 1 quarter.
  • Abacus Planning Group's Upstart Holdings position peaked at $685K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Abacus Planning Group's 13F filing for Q3 2021, filed 19 Oct 2021.