Harbor Capital Advisors’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,721
Closed -$722K 1544
2024
Q4
$722K Buy
11,721
+1,303
+13% +$80.3K 0.03% 498
2024
Q3
$417K Sell
10,418
-623
-6% -$24.9K 0.02% 599
2024
Q2
$260K Sell
11,041
-18,157
-62% -$428K 0.02% 626
2024
Q1
$785K Buy
+29,198
New +$785K 0.1% 272