Mather Group’s Upstart Holdings UPST Stock Holding History

Mather Group’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	–	Sell	-165	Closed	-$4.44K	–	2195
2024 Q2	$4.44K	Buy	+165	New	+$3.98K	﹤0.01%	1658

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Mather Group's UPST Position: Q3 2024 in Review

Mather Group sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 165 shares — an estimated $4.44K sold.

Mather Group first reported a position in UPST in Q2 2024 and held it in 1 quarter. The position peaked at $4.44K in Q2 2024. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

Mather Group reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
Mather Group sold 165 Upstart Holdings shares in Q3 2024, an estimated $4.44K.
Mather Group first reported a position in Upstart Holdings in Q2 2024 and held it in 1 quarter.
Mather Group's Upstart Holdings position peaked at $4.44K in Q2 2024.
349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.