Harel Insurance Investments & Financial Services’s Upstart Holdings UPST Stock Holding History

Harel Insurance Investments & Financial Services’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 Q4	–	Sell	-5,440	Closed	-$155K	–	689
2023 Q3	$155K	Hold	5,440	–	–	﹤0.01%	329
2023 Q2	$195K	Hold	5,440	–	–	﹤0.01%	314
2023 Q1	$86K	Sell	5,440 -470	-8%	-$7.91K	﹤0.01%	423
2022 Q4	$78K	Sell	5,910 -3,000	-34%	-$58K	﹤0.01%	410
2022 Q3	$187K	Buy	8,910 +456	+5%	+$12.3K	﹤0.01%	299
2022 Q2	$268K	Sell	8,454 -9,960	-54%	-$593K	0.01%	306
2022 Q1	$2.01M	Buy	18,414 +6,383	+53%	+$735K	0.03%	153
2021 Q4	$1.86M	Buy	12,031 +3,231	+37%	+$807K	0.04%	125
2021 Q3	$2.79M	Buy	8,800 +4,600	+110%	+$907K	0.07%	87
2021 Q2	$1.71M	Buy	+4,200	New	+$517K	0.04%	220

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's UPST Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 5,440 shares — an estimated $155K sold.

Harel Insurance Investments & Financial Services first reported a position in UPST in Q2 2021 and held it in 10 quarters. The position peaked at $2.79M in Q3 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,440 Upstart Holdings shares in Q4 2023, an estimated $155K.
Harel Insurance Investments & Financial Services first reported a position in Upstart Holdings in Q2 2021 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's Upstart Holdings position peaked at $2.79M in Q3 2021.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.