Manchester Capital Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
43,123
-269
| -0.6% | -$17.4K | 0.37% | 48 |
|
|
2025
Q1 | $2M | Hold |
43,392
| – | – | 0.25% | 68 |
|
|
2024
Q4 | $2.67M | Sell |
43,392
-299
| -0.7% | -$18.4K | 0.31% | 54 |
|
|
2024
Q3 | $1.75M | Hold |
43,691
| – | – | 0.2% | 74 |
|
|
2024
Q2 | $1.03M | Buy |
43,691
+6,366
| +17% | +$150K | 0.12% | 102 |
|
|
2024
Q1 | $1M | Buy |
37,325
+1,932
| +5% | +$52K | 0.12% | 113 |
|
|
2023
Q4 | $1.45M | Hold |
35,393
| – | – | 0.19% | 79 |
|
|
2023
Q3 | $1.01M | Hold |
35,393
| – | – | 0.15% | 92 |
|
|
2023
Q2 | $1.27M | Hold |
35,393
| – | – | 0.17% | 81 |
|
|
2023
Q1 | $562K | Buy |
35,393
+21,941
| +163% | +$349K | 0.07% | 168 |
|
|
2022
Q4 | $178K | Buy |
13,452
+7,757
| +136% | +$103K | 0.03% | 260 |
|
|
2022
Q3 | $118K | Buy |
5,695
+308
| +6% | +$6.38K | 0.02% | 263 |
|
|
2022
Q2 | $170K | Buy |
5,387
+3,988
| +285% | +$126K | 0.03% | 228 |
|
|
2022
Q1 | $153K | Buy |
1,399
+462
| +49% | +$50.5K | 0.02% | 278 |
|
|
2021
Q4 | $142K | Buy |
937
+837
| +837% | +$127K | 0.02% | 301 |
|
|
2021
Q3 | $32K | Buy |
+100
| New | +$32K | ﹤0.01% | 466 |
|