Cutler Group’s Upstart Holdings UPST Stock Holding History

Cutler Group’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	$21K	Buy	813 +713	+713%	+$21.1K	0.01%	1004
2023 Q4	$4K	Sell	100 -2,904	-97%	-$88.4K	﹤0.01%	2884
2023 Q3	$85K	Sell	3,004 -17,282	-85%	-$695K	0.01%	1217
2023 Q2	$726K	Buy	20,286 +16,086	+383%	+$370K	0.1%	232
2023 Q1	$66K	Sell	4,200 -4,078	-49%	-$68.6K	0.01%	1189
2022 Q4	$109K	Buy	8,278 +3,089	+60%	+$59.7K	0.01%	1116
2022 Q3	$107K	Sell	5,189 -5,912	-53%	-$159K	0.01%	1350
2022 Q2	$351K	Sell	11,101 -4,820	-30%	-$287K	0.02%	692
2022 Q1	$1.74M	Sell	15,921 -32,882	-67%	-$3.79M	0.09%	237
2021 Q4	$7.38M	Sell	48,803 -8,407	-15%	-$2.1M	0.31%	48
2021 Q3	$18.1M	Sell	57,210 -52,264	-48%	-$10.3M	0.81%	6
2021 Q2	$13.7M	Buy	109,474 +60,221	+122%	+$7.41M	0.64%	13
2021 Q1	$6.35M	Buy	+49,253	New	+$3.78M	0.31%	60

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return