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Douglas Lane & Associates’s Upstart Holdings UPST Stock Holding History

Douglas Lane & Associates’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
Q3 		– Sell
-1,710
Closed -$214K – 233
2021
Q2 		$214K Buy
+1,710
New +$210K ﹤0.01% 219

Other funds holding UPST

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Douglas Lane & Associates's UPST Position: Q3 2021 in Review

Douglas Lane & Associates sold out of Upstart Holdings (UPST) in Q3 2021, closing a stake of 1,710 shares — an estimated $214K sold.

Douglas Lane & Associates first reported a position in UPST in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 425 funds tracked by Wall St. Rank hold UPST as of Q3 2021.

  • Douglas Lane & Associates reported no remaining Upstart Holdings position as of Q3 2021 after selling out during the quarter.
  • Douglas Lane & Associates sold 1,710 Upstart Holdings shares in Q3 2021, an estimated $214K.
  • Douglas Lane & Associates first reported a position in Upstart Holdings in Q2 2021 and held it in 1 quarter.
  • Douglas Lane & Associates's Upstart Holdings position peaked at $214K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2021.

Based on Douglas Lane & Associates's 13F filing for Q3 2021, filed 21 Oct 2021.