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Horrell Capital Management’s Upstart Holdings UPST Stock Holding History

Horrell Capital 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
-15
Closed -$1K – 231
2023
Q4 		$1K Buy
+15
New +$457 ﹤0.01% 218
2023
Q3 		– Sell
-15
Closed -$1K – 216
2023
Q2 		$1K Buy
+15
New +$345 ﹤0.01% 209
2022
Q2 		– Sell
-8
Closed -$1K – 205
2022
Q1 		$1K Hold
8
– – ﹤0.01% 201
2021
Q4 		$1K Buy
8
+3
+60% +$749 ﹤0.01% 197
2021
Q3 		$2K Buy
+5
New +$986 ﹤0.01% 189

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horrell Capital Management's UPST Position: Q1 2024 in Review

Horrell Capital Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 15 shares — an estimated $1K sold.

Horrell Capital Management first reported a position in UPST in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Horrell Capital Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Horrell Capital Management sold 15 Upstart Holdings shares in Q1 2024, an estimated $1K.
  • Horrell Capital Management first reported a position in Upstart Holdings in Q3 2021 and held it in 5 quarters.
  • Horrell Capital Management's Upstart Holdings position peaked at $2K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Horrell Capital Management's 13F filing for Q1 2024, filed 25 Apr 2024.