Banque Pictet & Cie’s Upstart Holdings UPST Stock Holding History

Banque Pictet & Cie’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
2024 Q1	–	Sell	-72,000	Closed	-$2.94M	–	380
2023 Q4	$2.94M	Sell	72,000 -8,000	-10%	-$244K	0.02%	185
2023 Q3	$2.28M	Buy	+80,000	New	+$3.22M	0.03%	199
2023 Q2	–	Sell	-91,000	Closed	-$1.45M	–	604
2023 Q1	$1.45M	Buy	91,000 +3,000	+3%	+$50.5K	0.01%	319
2022 Q4	$1.16M	Hold	88,000	–	–	0.01%	384
2022 Q3	$1.83M	Buy	88,000 +1,500	+2%	+$40.3K	0.02%	301
2022 Q2	$2.73K	Buy	86,500 +6,500	+8%	+$387K	0.03%	255
2022 Q1	$8.73M	Buy	+80,000	New	+$9.22M	0.07%	133

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Banque Pictet & Cie's UPST Position: Q1 2024 in Review

Banque Pictet & Cie sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 72,000 shares — an estimated $2.94M sold.

Banque Pictet & Cie first reported a position in UPST in Q1 2022 and held it in 7 quarters. The position peaked at $8.73M in Q1 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Banque Pictet & Cie reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Banque Pictet & Cie sold 72,000 Upstart Holdings shares in Q1 2024, an estimated $2.94M.
Banque Pictet & Cie first reported a position in Upstart Holdings in Q1 2022 and held it in 7 quarters.
Banque Pictet & Cie's Upstart Holdings position peaked at $8.73M in Q1 2022.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Banque Pictet & Cie's 13F filing for Q1 2024, filed 6 May 2024.