Evermay Wealth Management’s Upstart Holdings UPST Stock Holding History

Evermay Wealth Management’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 Q1	–	Sell	-500	Closed	-$6.61K	–	584
2022 Q4	$6.61K	Buy	+500	New	+$9.66K	﹤0.01%	443
2022 Q3	–	Sell	-75	Closed	-$2K	–	561
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	481
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	438
2021 Q4	$11K	Sell	75 -25	-25%	-$6.25K	﹤0.01%	405
2021 Q3	$32K	Buy	+100	New	+$19.7K	0.01%	307

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evermay Wealth Management's UPST Position: Q1 2023 in Review

Evermay Wealth Management sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 500 shares — an estimated $6.61K sold.

Evermay Wealth Management first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $32K in Q3 2021. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

Evermay Wealth Management reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
Evermay Wealth Management sold 500 Upstart Holdings shares in Q1 2023, an estimated $6.61K.
Evermay Wealth Management first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
Evermay Wealth Management's Upstart Holdings position peaked at $32K in Q3 2021.
265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.