Ergoteles’s Upstart Holdings UPST Stock Holding History

Ergoteles’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 Q3	–	Sell	-43,916	Closed	-$1.57M	–	807
2023 Q2	$1.57M	Buy	+43,916	New	+$1.01M	0.08%	338
2022 Q3	–	Sell	-27,501	Closed	-$870K	–	2002
2022 Q2	$870K	Buy	+27,501	New	+$1.64M	0.03%	605
2022 Q1	–	Sell	-27,102	Closed	-$4.1M	–	1645
2021 Q4	$4.1M	Buy	+27,102	New	+$6.77M	0.16%	138
2021 Q3	–	Sell	-75,421	Closed	-$9.42M	–	1687
2021 Q2	$9.42M	Buy	+75,421	New	+$9.28M	0.22%	141

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Ergoteles's UPST Position: Q3 2023 in Review

Ergoteles sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 43,916 shares — an estimated $1.57M sold.

Ergoteles first reported a position in UPST in Q2 2021 and held it in 4 quarters. The position peaked at $9.42M in Q2 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Ergoteles reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 43,916 Upstart Holdings shares in Q3 2023, an estimated $1.57M.
Ergoteles first reported a position in Upstart Holdings in Q2 2021 and held it in 4 quarters.
Ergoteles's Upstart Holdings position peaked at $9.42M in Q2 2021.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.