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Contravisory Investment Management’s Upstart Holdings UPST Stock Holding History

Contravisory Investment 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
2023
Q2 		– Sell
-500
Closed -$7.95K – 377
2023
Q1 		$7.95K Buy
+500
New +$8.41K ﹤0.01% 288

Other funds holding UPST

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Contravisory Investment Management's UPST Position: Q2 2023 in Review

Contravisory Investment Management sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 500 shares — an estimated $7.95K sold.

Contravisory Investment Management first reported a position in UPST in Q1 2023 and held it in 1 quarter. The position peaked at $7.95K in Q1 2023. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Contravisory Investment Management reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 500 Upstart Holdings shares in Q2 2023, an estimated $7.95K.
  • Contravisory Investment Management first reported a position in Upstart Holdings in Q1 2023 and held it in 1 quarter.
  • Contravisory Investment Management's Upstart Holdings position peaked at $7.95K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.