GIP
UPST icon

Greatmark Investment Partners’s Upstart Holdings UPST Stock Holding History

Greatmark Investment Partners’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
Q2 		– Sell
-75,000
Closed -$1.19M – 136
2023
Q1 		$1.19M Buy
+75,000
New +$1.26M 0.21% 62

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Greatmark Investment Partners's UPST Position: Q2 2023 in Review

Greatmark Investment Partners sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 75,000 shares — an estimated $1.19M sold.

Greatmark Investment Partners first reported a position in UPST in Q1 2023 and held it in 1 quarter. The position peaked at $1.19M in Q1 2023. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

  • Greatmark Investment Partners reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
  • Greatmark Investment Partners sold 75,000 Upstart Holdings shares in Q2 2023, an estimated $1.19M.
  • Greatmark Investment Partners first reported a position in Upstart Holdings in Q1 2023 and held it in 1 quarter.
  • Greatmark Investment Partners's Upstart Holdings position peaked at $1.19M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Greatmark Investment Partners's 13F filing for Q2 2023, filed 2 Aug 2023.