Kistler-Tiffany Companies’s Upstart Holdings UPST Stock Holding History

Kistler-Tiffany Companies’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
2023 Q1	–	Sell	-6	Closed	-$79	–	823
2022 Q4	$79	Hold	6	–	–	﹤0.01%	799
2022 Q3	$0	Hold	6	–	–	﹤0.01%	823
2022 Q2	$0	Hold	6	–	–	﹤0.01%	795
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	743
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	717
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	675
2021 Q2	$1K	Buy	6 +2	+50%	+$246	﹤0.01%	711
2021 Q1	$1K	Buy	+4	New	+$307	﹤0.01%	654

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kistler-Tiffany Companies's UPST Position: Q1 2023 in Review

Kistler-Tiffany Companies sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 6 shares — an estimated $79 sold.

Kistler-Tiffany Companies first reported a position in UPST in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 266 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

Kistler-Tiffany Companies reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 6 Upstart Holdings shares in Q1 2023, an estimated $79.
Kistler-Tiffany Companies first reported a position in Upstart Holdings in Q1 2021 and held it in 8 quarters.
Kistler-Tiffany Companies's Upstart Holdings position peaked at $2K in Q3 2021.
266 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2023, filed 3 May 2023.