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Householder Group Estate & Retirement Specialist’s Upstart Holdings UPST Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q3 		– Sell
-72
Closed -$1K – 1325
2024
Q2 		$1K Hold
72
– – ﹤0.01% 1164
2024
Q1 		$1.94K Sell
72
-5
-6% -$148 ﹤0.01% 1058
2023
Q4 		$3K Hold
77
– – ﹤0.01% 968
2023
Q3 		$2.2K Buy
+77
New +$3.09K ﹤0.01% 1055
2023
Q1 		$1K Hold
60
– – ﹤0.01% 1184
2022
Q4 		$0 Hold
60
– – ﹤0.01% 1084
2022
Q3 		$1K Buy
+60
New +$1.61K ﹤0.01% 1057

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UPST Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 72 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in UPST in Q3 2022 and held it in 7 quarters. The position peaked at $3K in Q4 2023. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 72 Upstart Holdings shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Upstart Holdings in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Upstart Holdings position peaked at $3K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.