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CenterStar Asset Management’s Upstart Holdings UPST Stock Holding History

CenterStar Asset Management’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
Q1 		– Sell
-9,500
Closed -$388K – 408
2023
Q4 		$388K Sell
9,500
-5,400
-36% -$164K 0.05% 221
2023
Q3 		$425K Sell
14,900
-33,900
-69% -$1.36M 0.09% 216
2023
Q2 		$1.75M Buy
+48,800
New +$1.12M 0.19% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CenterStar Asset Management's UPST Position: Q3 2023 in Review

CenterStar Asset Management sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 7,225 shares — an estimated $290K sold.

CenterStar Asset Management first reported a position in UPST in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • CenterStar Asset Management reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • CenterStar Asset Management sold 7,225 Upstart Holdings shares in Q3 2023, an estimated $290K.
  • CenterStar Asset Management first reported a position in Upstart Holdings in Q2 2023 and held it in 1 quarter.
  • CenterStar Asset Management's Upstart Holdings position peaked at $259K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on CenterStar Asset Management's 13F filing for Q3 2023, filed 19 Oct 2023.