GAM
Gemmer Asset Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
26,013
+7,857
| +43% | +$508K | 0.15% | 62 |
|
|
2025
Q1 | $836K | Buy |
18,156
+141
| +0.8% | +$6.49K | 0.08% | 79 |
|
|
2024
Q4 | $1.11M | Sell |
18,015
-446
| -2% | -$27.5K | 0.11% | 72 |
|
|
2024
Q3 | $739K | Hold |
18,461
| – | – | 0.07% | 79 |
|
|
2024
Q2 | $435K | Buy |
18,461
+9,669
| +110% | +$228K | 0.05% | 92 |
|
|
2024
Q1 | $236K | Buy |
8,792
+666
| +8% | +$17.9K | 0.03% | 120 |
|
|
2023
Q4 | $332K | Hold |
8,126
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $232K | Hold |
8,126
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $291K | Buy |
+8,126
| New | +$291K | 0.04% | 103 |
|
|
2022
Q2 | – | Sell |
-2,474
| Closed | -$269K | – | 1085 |
|
|
2022
Q1 | $269K | Buy |
+2,474
| New | +$269K | 0.03% | 110 |
|