Basswood Capital Management’s Upstart Holdings UPST Stock Holding History

Basswood Capital Management’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	–	Sell	-88,794	Closed	-$2.53M	–	106
2023 Q3	$2.53M	Hold	88,794	–	–	0.19%	84
2023 Q2	$3.18M	Buy	+88,794	New	+$2.04M	0.23%	79
2022 Q4	–	Sell	-4,633	Closed	-$96K	–	129
2022 Q3	$96K	Buy	+4,633	New	+$125K	0.01%	118

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

Basswood Capital Management's UPST Position: Q4 2023 in Review

Basswood Capital Management sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 88,794 shares — an estimated $2.53M sold.

Basswood Capital Management first reported a position in UPST in Q3 2022 and held it in 3 quarters. The position peaked at $3.18M in Q2 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Basswood Capital Management reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Basswood Capital Management sold 88,794 Upstart Holdings shares in Q4 2023, an estimated $2.53M.
Basswood Capital Management first reported a position in Upstart Holdings in Q3 2022 and held it in 3 quarters.
Basswood Capital Management's Upstart Holdings position peaked at $3.18M in Q2 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Basswood Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.