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Jacobi Capital Management’s Upstart Holdings UPST Stock Holding History

Jacobi 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
2021
Q2 		– Sell
-100
Closed -$13K – 1441
2021
Q1 		$13K Buy
+100
New +$7.67K ﹤0.01% 911

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

Jacobi Capital Management's UPST Position: Q2 2021 in Review

Jacobi Capital Management sold out of Upstart Holdings (UPST) in Q2 2021, closing a stake of 100 shares — an estimated $13K sold.

Jacobi Capital Management first reported a position in UPST in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 254 funds tracked by Wall St. Rank hold UPST as of Q2 2021.

  • Jacobi Capital Management reported no remaining Upstart Holdings position as of Q2 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 100 Upstart Holdings shares in Q2 2021, an estimated $13K.
  • Jacobi Capital Management first reported a position in Upstart Holdings in Q1 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Upstart Holdings position peaked at $13K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2021.

Based on Jacobi Capital Management's 13F filing for Q2 2021, filed 12 Aug 2021.