CKW Financial Group’s Upstart Holdings UPST Stock Holding History

CKW Financial Group’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	-273	Closed	-$11K	–	231
2023 Q4	$11K	Hold	273	–	–	﹤0.01%	184
2023 Q3	$8K	Hold	273	–	–	﹤0.01%	177
2023 Q2	$10K	Sell	273 -410	-60%	-$9.43K	﹤0.01%	172
2023 Q1	$11K	Hold	683	–	–	﹤0.01%	157
2022 Q4	$9K	Hold	683	–	–	﹤0.01%	164
2022 Q3	$14K	Hold	683	–	–	﹤0.01%	156
2022 Q2	$22K	Hold	683	–	–	﹤0.01%	146
2022 Q1	$74K	Buy	683 +1	+0.1%	+$115	0.01%	108
2021 Q4	$100K	Hold	682	–	–	0.02%	82
2021 Q3	$204K	Buy	682 +272	+66%	+$53.6K	0.03%	39
2021 Q2	$51K	Buy	410 +1	+0.2%	+$123	0.01%	124
2021 Q1	$53K	Buy	+409	New	+$31.4K	0.01%	100

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

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

CKW Financial Group's UPST Position: Q1 2024 in Review

CKW Financial Group sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 273 shares — an estimated $11K sold.

CKW Financial Group first reported a position in UPST in Q1 2021 and held it in 12 quarters. The position peaked at $204K in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

CKW Financial Group reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
CKW Financial Group sold 273 Upstart Holdings shares in Q1 2024, an estimated $11K.
CKW Financial Group first reported a position in Upstart Holdings in Q1 2021 and held it in 12 quarters.
CKW Financial Group's Upstart Holdings position peaked at $204K in Q3 2021.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on CKW Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.