Duality Advisers’s Upstart Holdings UPST Stock Holding History

Duality Advisers’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	–	Sell	-9,861	Closed	-$403K	–	756
2023 Q4	$403K	Sell	9,861 -8,349	-46%	-$254K	0.04%	463
2023 Q3	$520K	Buy	+18,210	New	+$732K	0.06%	410

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Duality Advisers's UPST Position: Q1 2024 in Review

Duality Advisers sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 9,861 shares — an estimated $403K sold.

Duality Advisers first reported a position in UPST in Q3 2023 and held it in 2 quarters. The position peaked at $520K in Q3 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Duality Advisers reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Duality Advisers sold 9,861 Upstart Holdings shares in Q1 2024, an estimated $403K.
Duality Advisers first reported a position in Upstart Holdings in Q3 2023 and held it in 2 quarters.
Duality Advisers's Upstart Holdings position peaked at $520K in Q3 2023.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.