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LifePro Asset Management’s Upstart Holdings UPST Stock Holding History

LifePro Asset 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
Q3 		$2.01M Buy
+50,179
New +$1.67M 1.23% 31
2022
Q1 		– Sell
-35,864
Closed -$5.43M – 145
2021
Q4 		$5.43M Buy
35,864
+31,359
+696% +$7.83M 1.61% 27
2021
Q3 		$1.43M Buy
+4,505
New +$889K 0.43% 31

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

LifePro Asset Management's UPST Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Upstart Holdings (UPST) in Q3 2024: 50,179 shares worth $2.01M. The stake represents 1.23% of the portfolio and ranks #31 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in UPST as recently as Q4 2021.

LifePro Asset Management first reported a position in UPST in Q3 2021 and has held it in 3 quarters since. The position peaked at $5.43M in Q4 2021. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

  • LifePro Asset Management held 50,179 shares of Upstart Holdings worth $2.01M as of Q3 2024.
  • Upstart Holdings was a new LifePro Asset Management position in Q3 2024.
  • Upstart Holdings made up 1.23% of LifePro Asset Management's portfolio in Q3 2024, its #31 holding.
  • LifePro Asset Management first reported a position in Upstart Holdings in Q3 2021 and has held it in 3 quarters since.
  • LifePro Asset Management's Upstart Holdings position peaked at $5.43M in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.