DJSG
UPST icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return