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Mezzasalma Advisors’s Upstart Holdings UPST Stock Holding History

Mezzasalma Advisors’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
Q1 		– Sell
-6,705
Closed -$274K – 110
2023
Q4 		$274K Sell
6,705
-430
-6% -$13.1K 0.15% 76
2023
Q3 		$204K Sell
7,135
-30
-0.4% -$1.21K 0.13% 81
2023
Q2 		$257K Buy
+7,165
New +$165K 0.16% 77
2022
Q3 		– Sell
-7,269
Closed -$230K – 85
2022
Q2 		$230K Hold
7,269
– – 0.19% 69
2022
Q1 		$793K Sell
7,269
-710
-9% -$81.8K 0.49% 34
2021
Q4 		$1.21M Sell
7,979
-3,460
-30% -$864K 0.65% 33
2021
Q3 		$3.62M Buy
+11,439
New +$2.26M 2.03% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mezzasalma Advisors's UPST Position: Q1 2024 in Review

Mezzasalma Advisors sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 6,705 shares — an estimated $274K sold.

Mezzasalma Advisors first reported a position in UPST in Q3 2021 and held it in 7 quarters. The position peaked at $3.62M in Q3 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • Mezzasalma Advisors reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 6,705 Upstart Holdings shares in Q1 2024, an estimated $274K.
  • Mezzasalma Advisors first reported a position in Upstart Holdings in Q3 2021 and held it in 7 quarters.
  • Mezzasalma Advisors's Upstart Holdings position peaked at $3.62M in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.