California Public Employees Retirement System’s Upstart Holdings UPST Stock Holding History

California Public Employees Retirement System’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 Q1	–	Sell	-124,335	Closed	-$1.64M	–	1234
2022 Q4	$1.64M	Sell	124,335 -26,664	-18%	-$515K	﹤0.01%	1191
2022 Q3	$3.14M	Buy	150,999 +32,542	+27%	+$875K	﹤0.01%	1180
2022 Q2	$3.75M	Buy	118,457 +22,922	+24%	+$1.37M	﹤0.01%	1121
2022 Q1	$10.4M	Sell	95,535 -6,573	-6%	-$757K	0.01%	916
2021 Q4	$15.4M	Buy	102,108 +3,349	+3%	+$837K	0.01%	786
2021 Q3	$31.3M	Buy	+98,759	New	+$19.5M	0.02%	520

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

California Public Employees Retirement System's UPST Position: Q1 2023 in Review

California Public Employees Retirement System sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 124,335 shares — an estimated $1.64M sold.

California Public Employees Retirement System first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $31.3M in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

California Public Employees Retirement System reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
California Public Employees Retirement System sold 124,335 Upstart Holdings shares in Q1 2023, an estimated $1.64M.
California Public Employees Retirement System first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
California Public Employees Retirement System's Upstart Holdings position peaked at $31.3M in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on California Public Employees Retirement System's 13F filing for Q1 2023, filed 12 May 2023.