IP
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Interval Partners’s Upstart Holdings UPST Stock Holding History

Interval Partners’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
Q2 		– Sell
-375
Closed -$1.01M – 527
2024
Q1 		$1.01M Buy
+375
New +$11.1K 0.04% 271
2023
Q2 		– Sell
-80,000
Closed -$1.27M – 391
2023
Q1 		$1.27M Buy
+80,000
New +$1.35M 0.07% 218
2021
Q4 		– Sell
-11,000
Closed -$3.48M – 397
2021
Q3 		$3.48M Sell
11,000
-25,900
-70% -$5.11M 0.2% 173
2021
Q2 		$4.61M Buy
+36,900
New +$4.54M 0.28% 140

Other funds holding UPST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $452M AUM 49.85% 1-Year Est. Return