Harvest Fund Management’s Upstart Holdings UPST Stock Holding History

Harvest Fund Management’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 Q1	–	Sell	-1,859	Closed	-$76K	–	772
2023 Q4	$76K	Buy	+1,859	New	+$56.6K	0.01%	362
2023 Q1	–	Sell	-239	Closed	-$3K	–	829
2022 Q4	$3K	Hold	239	–	–	﹤0.01%	715
2022 Q3	$5K	Buy	239 +134	+128%	+$3.6K	﹤0.01%	726
2022 Q2	$3K	Hold	105	–	–	﹤0.01%	683
2022 Q1	$11K	Hold	105	–	–	﹤0.01%	644
2021 Q4	$16K	Sell	105 -81	-44%	-$20.2K	﹤0.01%	644
2021 Q3	$58K	Buy	+186	New	+$36.7K	0.01%	373

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Harvest Fund Management's UPST Position: Q1 2024 in Review

Harvest Fund Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 1,859 shares — an estimated $76K sold.

Harvest Fund Management first reported a position in UPST in Q3 2021 and held it in 7 quarters. The position peaked at $76K in Q4 2023. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Harvest Fund Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Harvest Fund Management sold 1,859 Upstart Holdings shares in Q1 2024, an estimated $76K.
Harvest Fund Management first reported a position in Upstart Holdings in Q3 2021 and held it in 7 quarters.
Harvest Fund Management's Upstart Holdings position peaked at $76K in Q4 2023.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Harvest Fund Management's 13F filing for Q1 2024, filed 14 May 2024.