Brown, Lisle/Cummings’s Upstart Holdings UPST Stock Holding History

Brown, Lisle/Cummings’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 Q4	–	Sell	-90	Closed	-$3.6K	–	663
2024 Q3	$3.6K	Hold	90	–	–	﹤0.01%	538
2024 Q2	$2.12K	Buy	+90	New	+$2.17K	﹤0.01%	566

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Brown, Lisle/Cummings's UPST Position: Q4 2024 in Review

Brown, Lisle/Cummings sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 90 shares — an estimated $3.6K sold.

Brown, Lisle/Cummings first reported a position in UPST in Q2 2024 and held it in 2 quarters. The position peaked at $3.6K in Q3 2024. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

Brown, Lisle/Cummings reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
Brown, Lisle/Cummings sold 90 Upstart Holdings shares in Q4 2024, an estimated $3.6K.
Brown, Lisle/Cummings first reported a position in Upstart Holdings in Q2 2024 and held it in 2 quarters.
Brown, Lisle/Cummings's Upstart Holdings position peaked at $3.6K in Q3 2024.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2024, filed 27 Jan 2025.