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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
2023
Q1 		– Hold
0
– -$3.97K – 810
2022
Q4 		– Hold
0
– – – 644
2022
Q3 		– Hold
0
– – – 657
2022
Q2 		– Sell
-300
Closed -$17.9K – 588
2022
Q1 		$33K Hold
300
– – 0.02% 431
2021
Q4 		$45K Hold
300
– – 0.02% 390
2021
Q3 		$95K Hold
300
– – 0.05% 252
2021
Q2 		$37K Buy
+300
New +$36.9K 0.02% 416

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
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.