Compagnie Lombard Odier SCmA’s Upstart Holdings UPST Stock Holding History

Compagnie Lombard Odier SCmA’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 Q4	–	Sell	-1,600	Closed	-$64K	–	477
2024 Q3	$64K	Hold	1,600	–	–	﹤0.01%	325
2024 Q2	$37.7K	Hold	1,600	–	–	﹤0.01%	352
2024 Q1	$43K	Hold	1,600	–	–	﹤0.01%	365
2023 Q4	$65.4K	Sell	1,600 -600	-27%	-$18.3K	﹤0.01%	390
2023 Q3	$62.8K	Buy	2,200 +550	+33%	+$22.1K	﹤0.01%	405
2023 Q2	$59.1K	Hold	1,650	–	–	﹤0.01%	402
2023 Q1	$26.2K	Hold	1,650	–	–	﹤0.01%	500
2022 Q4	$22K	Sell	1,650 -140	-8%	-$2.71K	﹤0.01%	563
2022 Q3	$37K	Hold	1,790	–	–	﹤0.01%	492
2022 Q2	$56K	Buy	1,790 +300	+20%	+$17.9K	﹤0.01%	427
2022 Q1	$162K	Hold	1,490	–	–	﹤0.01%	334
2021 Q4	$226K	Buy	1,490 +890	+148%	+$222K	﹤0.01%	346
2021 Q3	$190K	Hold	600	–	–	﹤0.01%	364
2021 Q2	$75K	Buy	+600	New	+$73.8K	﹤0.01%	444

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Compagnie Lombard Odier SCmA's UPST Position: Q4 2024 in Review

Compagnie Lombard Odier SCmA sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 1,600 shares — an estimated $64K sold.

Compagnie Lombard Odier SCmA first reported a position in UPST in Q2 2021 and held it in 14 quarters. The position peaked at $226K in Q4 2021. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

Compagnie Lombard Odier SCmA reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 1,600 Upstart Holdings shares in Q4 2024, an estimated $64K.
Compagnie Lombard Odier SCmA first reported a position in Upstart Holdings in Q2 2021 and held it in 14 quarters.
Compagnie Lombard Odier SCmA's Upstart Holdings position peaked at $226K in Q4 2021.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2024, filed 30 Jan 2025.