BOCHK Asset Management’s Upstart Holdings UPST Stock Holding History

BOCHK Asset 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
2024 Q1	–	Sell	-1,500	Closed	-$61.3K	–	87
2023 Q4	$61.3K	Buy	+1,500	New	+$45.7K	0.04%	61

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

BOCHK Asset Management's UPST Position: Q1 2024 in Review

BOCHK Asset Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 1,500 shares — an estimated $61.3K sold.

BOCHK Asset Management first reported a position in UPST in Q4 2023 and held it in 1 quarter. The position peaked at $61.3K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

BOCHK Asset Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
BOCHK Asset Management sold 1,500 Upstart Holdings shares in Q1 2024, an estimated $61.3K.
BOCHK Asset Management first reported a position in Upstart Holdings in Q4 2023 and held it in 1 quarter.
BOCHK Asset Management's Upstart Holdings position peaked at $61.3K in Q4 2023.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on BOCHK Asset Management's 13F filing for Q1 2024, filed 13 May 2024.