Mercer Global Advisors’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 | $1.56M | Sell |
24,055
-1,606
| -6% | -$104K | ﹤0.01% | 964 |
|
|
2025
Q1 | $1.18M | Buy |
25,661
+1,262
| +5% | +$58.1K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $1.5M | Sell |
24,399
-2,989
| -11% | -$184K | ﹤0.01% | 920 |
|
|
2024
Q3 | $1.04M | Buy |
27,388
+339
| +1% | +$12.8K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $635K | Buy |
27,049
+2,370
| +10% | +$55.7K | ﹤0.01% | 1176 |
|
|
2024
Q1 | $664K | Sell |
24,679
-1,367
| -5% | -$36.8K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $1.06M | Buy |
26,046
+17,324
| +199% | +$708K | ﹤0.01% | 947 |
|
|
2023
Q3 | $249K | Buy |
8,722
+1,268
| +17% | +$36.2K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $267K | Buy |
+7,454
| New | +$267K | ﹤0.01% | 1578 |
|
|
2022
Q3 | – | Sell |
-10,616
| Closed | -$336K | – | 1917 |
|
|
2022
Q2 | $336K | Sell |
10,616
-3,309
| -24% | -$105K | ﹤0.01% | 1368 |
|
|
2022
Q1 | $1.52M | Sell |
13,925
-305
| -2% | -$33.3K | 0.01% | 739 |
|
|
2021
Q4 | $2.15M | Sell |
14,230
-2,939
| -17% | -$445K | 0.01% | 602 |
|
|
2021
Q3 | $5.43M | Buy |
17,169
+7,014
| +69% | +$2.22M | 0.04% | 329 |
|
|
2021
Q2 | $1.27M | Buy |
+10,155
| New | +$1.27M | 0.01% | 738 |
|