CPM
UPST icon

Connective Portfolio Management’s Upstart Holdings UPST Stock Holding History

Connective Portfolio 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
-11,000
Closed -$449K – 59
2023
Q4 		$449K Buy
+11,000
New +$335K 0.92% 37

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

Connective Portfolio Management's UPST Position: Q1 2024 in Review

Connective Portfolio Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 11,000 shares — an estimated $449K sold.

Connective Portfolio Management first reported a position in UPST in Q4 2023 and held it in 1 quarter. The position peaked at $449K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Connective Portfolio Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Connective Portfolio Management sold 11,000 Upstart Holdings shares in Q1 2024, an estimated $449K.
  • Connective Portfolio Management first reported a position in Upstart Holdings in Q4 2023 and held it in 1 quarter.
  • Connective Portfolio Management's Upstart Holdings position peaked at $449K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Connective Portfolio Management's 13F filing for Q1 2024, filed 30 Apr 2024.