Column Capital Advisors’s Upstart Holdings UPST Stock Holding History

Column Capital Advisors’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 Q3	$17.4K	Hold	610	–	–	﹤0.01%	450
2023 Q2	$21.8K	Hold	610	–	–	﹤0.01%	427
2023 Q1	$9.69K	Hold	610	–	–	﹤0.01%	560
2022 Q4	$8.06K	Hold	610	–	–	﹤0.01%	556
2022 Q3	$13K	Buy	610 +375	+160%	+$10.1K	﹤0.01%	434
2022 Q2	$7K	Buy	235 +57	+32%	+$3.4K	﹤0.01%	533
2022 Q1	$19K	Buy	178 +145	+439%	+$16.7K	﹤0.01%	415
2021 Q4	$5K	Buy	+33	New	+$8.24K	﹤0.01%	588

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Column Capital Advisors's UPST Position: Q3 2023 in Review

Column Capital Advisors held its Upstart Holdings (UPST) position steady in Q3 2023 at 610 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Column Capital Advisors first reported a position in UPST in Q4 2021 and has held it in 8 quarters since. The position peaked at $21.8K in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Column Capital Advisors held 610 shares of Upstart Holdings worth $17.4K as of Q3 2023.
Column Capital Advisors left its Upstart Holdings share count unchanged in Q3 2023.
Upstart Holdings made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #450 holding.
Column Capital Advisors first reported a position in Upstart Holdings in Q4 2021 and has held it in 8 quarters since.
Column Capital Advisors's Upstart Holdings position peaked at $21.8K in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.