Horan Securities’s Upstart Holdings UPST Stock Holding History

Horan Securities’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 Q3	–	Sell	-35	Closed	-$1.24K	–	631
2023 Q2	$1.24K	Hold	35	–	–	﹤0.01%	610
2023 Q1	$551	Hold	35	–	–	﹤0.01%	669
2022 Q4	$458	Hold	35	–	–	﹤0.01%	716
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	570
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	653
2022 Q1	$4K	Buy	+35	New	+$4.03K	﹤0.01%	407

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Horan Securities's UPST Position: Q3 2023 in Review

Horan Securities sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 35 shares — an estimated $1.24K sold.

Horan Securities first reported a position in UPST in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Horan Securities reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 35 Upstart Holdings shares in Q3 2023, an estimated $1.24K.
Horan Securities first reported a position in Upstart Holdings in Q1 2022 and held it in 6 quarters.
Horan Securities's Upstart Holdings position peaked at $4K in Q1 2022.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.