Credit Suisse’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.92M | Sell |
71,570
-223
| -0.3% | -$6K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $2.93M | Buy |
71,793
+4,652
| +7% | +$190K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $1.92M | Sell |
67,141
-8,671
| -11% | -$247K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $2.71M | Buy |
75,812
+8,645
| +13% | +$310K | ﹤0.01% | 1711 |
|
|
2023
Q1 | $1.07M | Sell |
67,167
-5,296
| -7% | -$84.2K | ﹤0.01% | 2271 |
|
|
2022
Q4 | $958K | Sell |
72,463
-46,748
| -39% | -$618K | ﹤0.01% | 2356 |
|
|
2022
Q3 | $2.48M | Buy |
119,211
+20,997
| +21% | +$436K | ﹤0.01% | 1699 |
|
|
2022
Q2 | $3.11M | Buy |
98,214
+25,845
| +36% | +$817K | ﹤0.01% | 1600 |
|
|
2022
Q1 | $7.89M | Sell |
72,369
-20,813
| -22% | -$2.27M | 0.01% | 1148 |
|
|
2021
Q4 | $14.1M | Buy |
93,182
+1,636
| +2% | +$248K | 0.01% | 939 |
|
|
2021
Q3 | $29M | Buy |
91,546
+20,551
| +29% | +$6.5M | 0.02% | 669 |
|
|
2021
Q2 | $8.87M | Buy |
+70,995
| New | +$8.87M | ﹤0.01% | 1209 |
|