D.J. St. Germain’s Upstart Holdings UPST Stock Holding History

D.J. St. Germain’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 Q4	–	Sell	-30	Closed	-$1.2K	–	865
2024 Q3	$1.2K	Hold	30	–	–	﹤0.01%	700
2024 Q2	$708	Hold	30	–	–	﹤0.01%	725
2024 Q1	$807	Hold	30	–	–	﹤0.01%	726
2023 Q4	$1.23K	Hold	30	–	–	﹤0.01%	714
2023 Q3	$856	Hold	30	–	–	﹤0.01%	698
2023 Q2	$1.07K	Buy	+30	New	+$690	﹤0.01%	671

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.J. St. Germain's UPST Position: Q4 2024 in Review

D.J. St. Germain sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 30 shares — an estimated $1.2K sold.

D.J. St. Germain first reported a position in UPST in Q2 2023 and held it in 6 quarters. The position peaked at $1.23K in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

D.J. St. Germain reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
D.J. St. Germain sold 30 Upstart Holdings shares in Q4 2024, an estimated $1.2K.
D.J. St. Germain first reported a position in Upstart Holdings in Q2 2023 and held it in 6 quarters.
D.J. St. Germain's Upstart Holdings position peaked at $1.23K in Q4 2023.
391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.