Benjamin F. Edwards & Company’s Upstart Holdings UPST Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$81K	Buy	3,420 +1,677	+96%	+$40.5K	﹤0.01%	1183
2024 Q1	$47K	Buy	1,743 +778	+81%	+$23K	﹤0.01%	1310
2023 Q4	$39K	Buy	965 +185	+24%	+$5.63K	﹤0.01%	1315
2023 Q3	$22K	Hold	780	–	–	﹤0.01%	1246
2023 Q2	$28K	Hold	780	–	–	﹤0.01%	1205
2023 Q1	$12K	Hold	780	–	–	﹤0.01%	1375
2022 Q4	$10K	Hold	780	–	–	﹤0.01%	1434
2022 Q3	$16K	Hold	780	–	–	﹤0.01%	1305
2022 Q2	$25K	Hold	780	–	–	﹤0.01%	1197
2022 Q1	$85K	Hold	780	–	–	﹤0.01%	902
2021 Q4	$118K	Sell	780 -4,203	-84%	-$1.05M	0.01%	844
2021 Q3	$1.58M	Buy	+4,983	New	+$983K	0.08%	243

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Benjamin F. Edwards & Company's UPST Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Upstart Holdings (UPST) stake by 96% in Q2 2024, buying an estimated $40.5K and bringing the position to 3,420 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Benjamin F. Edwards & Company first reported a position in UPST in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2021. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Benjamin F. Edwards & Company held 3,420 shares of Upstart Holdings worth $81K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,677 Upstart Holdings shares in Q2 2024, an estimated $40.5K.
Upstart Holdings made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1183 holding.
Benjamin F. Edwards & Company first reported a position in Upstart Holdings in Q3 2021 and has held it in 12 quarters since.
Benjamin F. Edwards & Company's Upstart Holdings position peaked at $1.58M in Q3 2021.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.