Cary Street Partners Investment Advisory’s Upstart Holdings UPST Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-5	Closed	-$143	–	1736
2023 Q3	$143	Buy	+5	New	+$201	﹤0.01%	1840
2023 Q2	–	Sell	-17	Closed	-$270	–	1793
2023 Q1	$270	Hold	17	–	–	﹤0.01%	1635
2022 Q4	$225	Buy	+17	New	+$329	﹤0.01%	1652

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's UPST Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 5 shares — an estimated $143 sold.

Cary Street Partners Investment Advisory first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $270 in Q1 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 5 Upstart Holdings shares in Q4 2023, an estimated $143.
Cary Street Partners Investment Advisory first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
Cary Street Partners Investment Advisory's Upstart Holdings position peaked at $270 in Q1 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.