Belvedere Trading
UPST icon

Belvedere Trading’s Upstart Holdings UPST Stock Holding History

Belvedere Trading’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
-9,682
Closed -$295K – 1018
2023
Q3 		$276K Buy
9,682
+4,649
+92% +$187K ﹤0.01% 175
2023
Q2 		$180K Buy
+5,033
New +$116K ﹤0.01% 334
2023
Q1 		– Sell
-606
Closed -$10.2K – 1439
2022
Q4 		$8.01K Buy
+606
New +$11.7K ﹤0.01% 930

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Belvedere Trading's UPST Position: Q4 2023 in Review

Belvedere Trading sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 9,682 shares — an estimated $295K sold.

Belvedere Trading first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $276K in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Belvedere Trading reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Belvedere Trading sold 9,682 Upstart Holdings shares in Q4 2023, an estimated $295K.
  • Belvedere Trading first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
  • Belvedere Trading's Upstart Holdings position peaked at $276K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Belvedere Trading's 13F filing for Q4 2023, filed 13 Feb 2024.