EI
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Ellevest Inc’s Upstart Holdings UPST Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-611
Closed -$9.71K – 1560
2023
Q1 		$9.71K Buy
611
+343
+128% +$5.77K ﹤0.01% 1044
2022
Q4 		$3.54K Sell
268
-1
-0.4% -$19 ﹤0.01% 1262
2022
Q3 		$6K Buy
269
+245
+1,021% +$6.59K ﹤0.01% 1153
2022
Q2 		$1K Buy
24
+15
+167% +$893 ﹤0.01% 1328
2022
Q1 		$1K Hold
9
– – ﹤0.01% 1348
2021
Q4 		$1K Buy
9
+8
+800% +$2K ﹤0.01% 1335
2021
Q3 		$0 Buy
+1
New +$197 ﹤0.01% 1586

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Ellevest Inc's UPST Position: Q2 2023 in Review

Ellevest Inc sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 611 shares — an estimated $9.71K sold.

Ellevest Inc first reported a position in UPST in Q3 2021 and held it in 7 quarters. The position peaked at $9.71K in Q1 2023. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Ellevest Inc reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 611 Upstart Holdings shares in Q2 2023, an estimated $9.71K.
  • Ellevest Inc first reported a position in Upstart Holdings in Q3 2021 and held it in 7 quarters.
  • Ellevest Inc's Upstart Holdings position peaked at $9.71K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.