Cresset Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
5,241
+169
| +3% | +$10.9K | ﹤0.01% | 1246 |
|
|
2025
Q1 | $233K | Sell |
5,072
-677
| -12% | -$31.2K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $354K | Sell |
5,749
-15,795
| -73% | -$973K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $862K | Buy |
21,544
+6,065
| +39% | +$243K | ﹤0.01% | 1210 |
|
|
2024
Q2 | $365K | Buy |
15,479
+5,506
| +55% | +$130K | ﹤0.01% | 1573 |
|
|
2024
Q1 | $268K | Buy |
+9,973
| New | +$268K | ﹤0.01% | 1623 |
|
|
2021
Q4 | – | Sell |
-896
| Closed | -$283K | – | 1304 |
|
|
2021
Q3 | $283K | Buy |
+896
| New | +$283K | ﹤0.01% | 872 |
|