AtonRa Partners’s Upstart Holdings UPST Stock Holding History

AtonRa Partners’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 Q4	$162K	Sell	3,959 -1,232	-24%	-$37.5K	0.32%	114
2023 Q3	$148K	Buy	+5,191	New	+$209K	0.31%	116
2022 Q3	–	Sell	-27,871	Closed	-$881K	–	118
2022 Q2	$881K	Buy	27,871 +7,787	+39%	+$464K	0.81%	52
2022 Q1	$2.19M	Sell	20,084 -6,449	-24%	-$743K	1.19%	32
2021 Q4	$4.01M	Buy	26,533 +2,681	+11%	+$670K	1.39%	19
2021 Q3	$7.55M	Buy	23,852 +498	+2%	+$98.2K	2.52%	3
2021 Q2	$2.92M	Buy	23,354 +7,109	+44%	+$875K	1.07%	40
2021 Q1	$2.09M	Buy	+16,245	New	+$1.25M	0.93%	46

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AtonRa Partners's UPST Position: Q4 2023 in Review

AtonRa Partners reduced its Upstart Holdings (UPST) stake by 24% in Q4 2023, selling an estimated $37.5K and leaving 3,959 shares worth $162K. The position accounts for 0.32% of the portfolio, ranked #114.

AtonRa Partners first reported a position in UPST in Q1 2021 and has held it in 8 quarters since. The position peaked at $7.55M in Q3 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

AtonRa Partners held 3,959 shares of Upstart Holdings worth $162K as of Q4 2023.
AtonRa Partners sold 1,232 Upstart Holdings shares in Q4 2023, an estimated $37.5K.
Upstart Holdings made up 0.32% of AtonRa Partners's portfolio in Q4 2023, its #114 holding.
AtonRa Partners first reported a position in Upstart Holdings in Q1 2021 and has held it in 8 quarters since.
AtonRa Partners's Upstart Holdings position peaked at $7.55M in Q3 2021.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.