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Central Trust Company’s Upstart Holdings UPST Stock Holding History

Central Trust Company’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
-100
Closed -$2.85K – 1424
2023
Q3 		$2.85K Hold
100
– – ﹤0.01% 1221
2023
Q2 		$3.58K Hold
100
– – ﹤0.01% 1130
2023
Q1 		$1.59K Hold
100
– – ﹤0.01% 1201
2022
Q4 		$1.32K Sell
100
-100
-50% -$1.93K ﹤0.01% 1185
2022
Q3 		$4K Sell
200
-200
-50% -$5.38K ﹤0.01% 1142
2022
Q2 		$12K Hold
400
– – ﹤0.01% 1021
2022
Q1 		$44K Buy
400
+200
+100% +$23K ﹤0.01% 831
2021
Q4 		$30K Buy
200
+100
+100% +$25K ﹤0.01% 884
2021
Q3 		$32K Buy
+100
New +$19.7K ﹤0.01% 834

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Central Trust Company's UPST Position: Q4 2023 in Review

Central Trust Company sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 100 shares — an estimated $2.85K sold.

Central Trust Company first reported a position in UPST in Q3 2021 and held it in 9 quarters. The position peaked at $44K in Q1 2022. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Central Trust Company reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Central Trust Company sold 100 Upstart Holdings shares in Q4 2023, an estimated $2.85K.
  • Central Trust Company first reported a position in Upstart Holdings in Q3 2021 and held it in 9 quarters.
  • Central Trust Company's Upstart Holdings position peaked at $44K in Q1 2022.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Central Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.