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Brown Brothers Harriman & Co’s Upstart Holdings UPST Stock Holding History

Brown Brothers Harriman & Co’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 		– Sell
-850
Closed -$22.9K – 1236
2024
Q1 		$22.9K Hold
850
– – ﹤0.01% 875
2023
Q4 		$34.7K Hold
850
– – ﹤0.01% 767
2023
Q3 		$24.3K Hold
850
– – ﹤0.01% 807
2023
Q2 		$30.4K Buy
+850
New +$19.6K ﹤0.01% 785

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Brown Brothers Harriman & Co's UPST Position: Q2 2024 in Review

Brown Brothers Harriman & Co sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 850 shares — an estimated $22.9K sold.

Brown Brothers Harriman & Co first reported a position in UPST in Q2 2023 and held it in 4 quarters. The position peaked at $34.7K in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Brown Brothers Harriman & Co reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 850 Upstart Holdings shares in Q2 2024, an estimated $22.9K.
  • Brown Brothers Harriman & Co first reported a position in Upstart Holdings in Q2 2023 and held it in 4 quarters.
  • Brown Brothers Harriman & Co's Upstart Holdings position peaked at $34.7K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2024, filed 9 Aug 2024.