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Institutional & Family Asset Management’s Upstart Holdings UPST Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-141
Closed -$18K – 1011
2021
Q1 		$18K Buy
+141
New +$10.8K ﹤0.01% 497

Other funds holding UPST

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Institutional & Family Asset Management's UPST Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 141 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in UPST in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 141 Upstart Holdings shares in Q2 2021, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in Upstart Holdings in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Upstart Holdings position peaked at $18K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.