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Exchange Traded Concepts’s Upstart Holdings UPST Stock Holding History

Exchange Traded Concepts’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
-1,143
Closed -$40.9K – 1510
2023
Q2 		$40.9K Buy
+1,143
New +$26.3K ﹤0.01% 1090
2022
Q4 		– Sell
-1,626
Closed -$34K – 1281
2022
Q3 		$34K Sell
1,626
-3,938
-71% -$106K ﹤0.01% 908
2022
Q2 		$176K Buy
5,564
+2,159
+63% +$129K 0.01% 743
2022
Q1 		$371K Buy
3,405
+196
+6% +$22.6K 0.01% 723
2021
Q4 		$486K Buy
3,209
+1,319
+70% +$329K 0.01% 687
2021
Q3 		$598K Buy
+1,890
New +$373K 0.02% 445

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Exchange Traded Concepts's UPST Position: Q3 2023 in Review

Exchange Traded Concepts sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 1,143 shares — an estimated $40.9K sold.

Exchange Traded Concepts first reported a position in UPST in Q3 2021 and held it in 6 quarters. The position peaked at $598K in Q3 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Exchange Traded Concepts reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • Exchange Traded Concepts sold 1,143 Upstart Holdings shares in Q3 2023, an estimated $40.9K.
  • Exchange Traded Concepts first reported a position in Upstart Holdings in Q3 2021 and held it in 6 quarters.
  • Exchange Traded Concepts's Upstart Holdings position peaked at $598K in Q3 2021.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Exchange Traded Concepts's 13F filing for Q3 2023, filed 18 Oct 2023.