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Disciplined Investments’s Upstart Holdings UPST Stock Holding History

Disciplined Investments’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
2021
Q2 		– Sell
-16
Closed -$2K – 444
2021
Q1 		$2K Buy
+16
New +$1.23K ﹤0.01% 346

Other funds holding UPST

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Disciplined Investments's UPST Position: Q2 2021 in Review

Disciplined Investments sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

Disciplined Investments first reported a position in UPST in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

  • Disciplined Investments reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
  • Disciplined Investments sold 16 Upstart Holdings shares in Q2 2021, an estimated $2K.
  • Disciplined Investments first reported a position in Upstart Holdings in Q1 2021 and held it in 1 quarter.
  • Disciplined Investments's Upstart Holdings position peaked at $2K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on Disciplined Investments's 13F filing for Q2 2021, filed 2 Aug 2021.