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Hobbs Group Advisors’s Upstart Holdings UPST Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-350
Closed -$14K – 594
2024
Q3 		$14K Hold
350
– – 0.01% 391
2024
Q2 		$8.26K Buy
+350
New +$8.45K ﹤0.01% 406
2023
Q4 		$14.3K Buy
+350
New +$10.7K 0.01% 315

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Hobbs Group Advisors's UPST Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Upstart Holdings (UPST) in Q4 2024, closing a stake of 350 shares — an estimated $14K sold.

Hobbs Group Advisors first reported a position in UPST in Q4 2023 and held it in 3 quarters. The position peaked at $14.3K in Q4 2023. 391 funds tracked by Wall St. Rank hold UPST as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Upstart Holdings position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 350 Upstart Holdings shares in Q4 2024, an estimated $14K.
  • Hobbs Group Advisors first reported a position in Upstart Holdings in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Upstart Holdings position peaked at $14.3K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.