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Macroview Investment Management’s Upstart Holdings UPST Stock Holding History

Macroview 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
Q2 		– Sell
-100
Closed -$2.69K – 695
2024
Q1 		$2.69K Buy
+100
New +$2.96K ﹤0.01% 497
2023
Q4 		– Sell
-4
Closed -$115 – 850
2023
Q3 		$115 Buy
+4
New +$161 ﹤0.01% 772
2022
Q2 		– Sell
-137
Closed -$15K – 530
2022
Q1 		$15K Buy
+137
New +$15.8K 0.02% 180

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Macroview Investment Management's UPST Position: Q2 2024 in Review

Macroview Investment Management sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 100 shares — an estimated $2.69K sold.

Macroview Investment Management first reported a position in UPST in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • Macroview Investment Management reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 100 Upstart Holdings shares in Q2 2024, an estimated $2.69K.
  • Macroview Investment Management first reported a position in Upstart Holdings in Q1 2022 and held it in 3 quarters.
  • Macroview Investment Management's Upstart Holdings position peaked at $15K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.