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Gables Capital Management’s Upstart Holdings UPST Stock Holding History

Gables Capital 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
2024
Q1 		– Sell
-10
Closed -$409 – 408
2023
Q4 		$409 Hold
10
– – ﹤0.01% 369
2023
Q3 		$285 Hold
10
– – ﹤0.01% 355
2023
Q2 		$358 Hold
10
– – ﹤0.01% 367
2023
Q1 		$159 Hold
10
– – ﹤0.01% 367
2022
Q4 		$132 Sell
10
-50
-83% -$966 ﹤0.01% 353
2022
Q3 		$1K Sell
60
-1,215
-95% -$32.7K ﹤0.01% 331
2022
Q2 		$40K Sell
1,275
-1,705
-57% -$102K 0.03% 211
2022
Q1 		$325K Sell
2,980
-20
-0.7% -$2.3K 0.2% 99
2021
Q4 		$454K Buy
3,000
+2,470
+466% +$617K 0.27% 80
2021
Q3 		$168K Buy
+530
New +$105K 0.11% 127

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gables Capital Management's UPST Position: Q1 2024 in Review

Gables Capital Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 10 shares — an estimated $409 sold.

Gables Capital Management first reported a position in UPST in Q3 2021 and held it in 10 quarters. The position peaked at $454K in Q4 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Gables Capital Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Gables Capital Management sold 10 Upstart Holdings shares in Q1 2024, an estimated $409.
  • Gables Capital Management first reported a position in Upstart Holdings in Q3 2021 and held it in 10 quarters.
  • Gables Capital Management's Upstart Holdings position peaked at $454K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Gables Capital Management's 13F filing for Q1 2024, filed 6 May 2024.