GI
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Gradient Investments’s Upstart Holdings UPST Stock Holding History

Gradient Investments’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
Q3 		– Sell
-19
Closed -$448 – 1233
2024
Q2 		$448 Hold
19
– – ﹤0.01% 1196
2024
Q1 		$511 Hold
19
– – ﹤0.01% 1014
2023
Q4 		$776 Hold
19
– – ﹤0.01% 1499
2023
Q3 		$542 Hold
19
– – ﹤0.01% 1539
2023
Q2 		$680 Hold
19
– – ﹤0.01% 1475
2023
Q1 		$302 Buy
+19
New +$320 ﹤0.01% 1329
2022
Q3 		– Sell
-85
Closed -$3K – 1546
2022
Q2 		$3K Buy
+85
New +$5.06K ﹤0.01% 1010
2022
Q1 		– Sell
-24
Closed -$4K – 1345
2021
Q4 		$4K Buy
+24
New +$6K ﹤0.01% 986

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Gradient Investments's UPST Position: Q3 2024 in Review

Gradient Investments sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 19 shares — an estimated $448 sold.

Gradient Investments first reported a position in UPST in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Gradient Investments reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 19 Upstart Holdings shares in Q3 2024, an estimated $448.
  • Gradient Investments first reported a position in Upstart Holdings in Q4 2021 and held it in 8 quarters.
  • Gradient Investments's Upstart Holdings position peaked at $4K in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.