Carmichael Hill & Associates’s Upstart Holdings UPST Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-18	Closed	-$425	–	810
2024 Q2	$425	Hold	18	–	–	﹤0.01%	751
2024 Q1	$485	Hold	18	–	–	﹤0.01%	740
2023 Q4	$736	Hold	18	–	–	﹤0.01%	749
2023 Q3	$514	Hold	18	–	–	﹤0.01%	755
2023 Q2	$645	Hold	18	–	–	﹤0.01%	748
2023 Q1	$287	Hold	18	–	–	﹤0.01%	760
2022 Q4	$238	Hold	18	–	–	﹤0.01%	764
2022 Q3	$0	Hold	18	–	–	﹤0.01%	871
2022 Q2	$1K	Sell	18 -218	-92%	-$13K	﹤0.01%	796
2022 Q1	$26K	Buy	236 +143	+154%	+$16.5K	0.01%	463
2021 Q4	$14K	Buy	93 +43	+86%	+$10.7K	0.01%	570
2021 Q3	$16K	Buy	+50	New	+$9.86K	0.01%	542

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Carmichael Hill & Associates's UPST Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 18 shares — an estimated $425 sold.

Carmichael Hill & Associates first reported a position in UPST in Q3 2021 and held it in 12 quarters. The position peaked at $26K in Q1 2022. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

Carmichael Hill & Associates reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 18 Upstart Holdings shares in Q3 2024, an estimated $425.
Carmichael Hill & Associates first reported a position in Upstart Holdings in Q3 2021 and held it in 12 quarters.
Carmichael Hill & Associates's Upstart Holdings position peaked at $26K in Q1 2022.
349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.