Mitchell McLeod Pugh & Williams’s Upstart Holdings UPST Stock Holding History

Mitchell McLeod Pugh & Williams’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
2023 Q4	–	Sell	-7,375	Closed	-$210K	–	259
2023 Q3	$210K	Hold	7,375	–	–	0.06%	231
2023 Q2	$264K	Buy	+7,375	New	+$170K	0.08%	212
2022 Q3	–	Sell	-7,375	Closed	-$233K	–	236
2022 Q2	$233K	Buy	+7,375	New	+$439K	0.09%	191

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's UPST Position: Q4 2023 in Review

Mitchell McLeod Pugh & Williams sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 7,375 shares — an estimated $210K sold.

Mitchell McLeod Pugh & Williams first reported a position in UPST in Q2 2022 and held it in 3 quarters. The position peaked at $264K in Q2 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Mitchell McLeod Pugh & Williams reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 7,375 Upstart Holdings shares in Q4 2023, an estimated $210K.
Mitchell McLeod Pugh & Williams first reported a position in Upstart Holdings in Q2 2022 and held it in 3 quarters.
Mitchell McLeod Pugh & Williams's Upstart Holdings position peaked at $264K in Q2 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2023, filed 5 Feb 2024.