Liberty One Investment Management’s Upstart Holdings UPST Stock Holding History

Liberty One Investment 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
2024 Q1	–	Sell	-6,013	Closed	-$246K	–	200
2023 Q4	$246K	Buy	6,013 +296	+5%	+$9.01K	0.03%	117
2023 Q3	$163K	Sell	5,717 -183	-3%	-$7.35K	0.02%	117
2023 Q2	$211K	Buy	5,900 +1,251	+27%	+$28.8K	0.03%	116
2023 Q1	$73.9K	Buy	4,649 +1,245	+37%	+$20.9K	0.01%	132
2022 Q4	$45K	Buy	3,404 +394	+13%	+$7.61K	0.01%	136
2022 Q3	$63K	Buy	+3,010	New	+$81K	0.01%	136
2022 Q2	–	Sell	-2,382	Closed	-$260K	–	169
2022 Q1	$260K	Buy	2,382 +1,290	+118%	+$149K	0.04%	114
2021 Q4	$165K	Buy	+1,092	New	+$273K	0.02%	133

Other funds holding UPST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

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

Liberty One Investment Management's UPST Position: Q1 2024 in Review

Liberty One Investment Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 6,013 shares — an estimated $246K sold.

Liberty One Investment Management first reported a position in UPST in Q4 2021 and held it in 8 quarters. The position peaked at $260K in Q1 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

Liberty One Investment Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
Liberty One Investment Management sold 6,013 Upstart Holdings shares in Q1 2024, an estimated $246K.
Liberty One Investment Management first reported a position in Upstart Holdings in Q4 2021 and held it in 8 quarters.
Liberty One Investment Management's Upstart Holdings position peaked at $260K in Q1 2022.
279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.