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Kelly Financial Services’s Upstart Holdings UPST Stock Holding History

Kelly Financial Services’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
-90
Closed -$2.12K – 720
2024
Q2 		$2.12K Hold
90
– – ﹤0.01% 585
2024
Q1 		$2.42K Hold
90
– – ﹤0.01% 574
2023
Q4 		$3.68K Hold
90
– – ﹤0.01% 509
2023
Q3 		$2.57K Hold
90
– – ﹤0.01% 528
2023
Q2 		$3.22K Hold
90
– – ﹤0.01% 500
2023
Q1 		$1.43K Hold
90
– – ﹤0.01% 552
2022
Q4 		$1.19K Hold
90
– – ﹤0.01% 555
2022
Q3 		$1.87K Buy
+90
New +$2.42K ﹤0.01% 514

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

Kelly Financial Services's UPST Position: Q3 2024 in Review

Kelly Financial Services sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 90 shares — an estimated $2.12K sold.

Kelly Financial Services first reported a position in UPST in Q3 2022 and held it in 8 quarters. The position peaked at $3.68K in Q4 2023. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • Kelly Financial Services reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 90 Upstart Holdings shares in Q3 2024, an estimated $2.12K.
  • Kelly Financial Services first reported a position in Upstart Holdings in Q3 2022 and held it in 8 quarters.
  • Kelly Financial Services's Upstart Holdings position peaked at $3.68K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.