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Creekmur Asset Management’s Upstart Holdings UPST Stock Holding History

Creekmur Asset 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
2025
Q1 		– Sell
-4
Closed -$246 – 995
2024
Q4 		$246 Hold
4
– – ﹤0.01% 780
2024
Q3 		$160 Hold
4
– – ﹤0.01% 879
2024
Q2 		$94 Buy
+4
New +$97 ﹤0.01% 954

Other funds holding UPST

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creekmur Asset Management's UPST Position: Q1 2025 in Review

Creekmur Asset Management sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 4 shares — an estimated $246 sold.

Creekmur Asset Management first reported a position in UPST in Q2 2024 and held it in 3 quarters. The position peaked at $246 in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • Creekmur Asset Management reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 4 Upstart Holdings shares in Q1 2025, an estimated $246.
  • Creekmur Asset Management first reported a position in Upstart Holdings in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Upstart Holdings position peaked at $246 in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.