Federated Hermes’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
81,598
+76,693
| +1,564% | +$4.96M | 0.01% | 718 |
|
|
2025
Q1 | $226K | Sell |
4,905
-2,621
| -35% | -$121K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $463K | Buy |
+7,526
| New | +$463K | ﹤0.01% | 1333 |
|
|
2021
Q4 | – | Sell |
-31,718
| Closed | -$10M | – | 2308 |
|
|
2021
Q3 | $10M | Buy |
+31,718
| New | +$10M | 0.02% | 640 |
|