Montag & Associates’s Upstart Holdings UPST Stock Holding History

Montag & Associates’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 Q2	–	Sell	-34	Closed	-$915	–	1002
2024 Q1	$915	Buy	+34	New	+$1.01K	﹤0.01%	936

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Montag & Associates's UPST Position: Q2 2024 in Review

Montag & Associates sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 34 shares — an estimated $915 sold.

Montag & Associates first reported a position in UPST in Q1 2024 and held it in 1 quarter. The position peaked at $915 in Q1 2024. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Montag & Associates reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Montag & Associates sold 34 Upstart Holdings shares in Q2 2024, an estimated $915.
Montag & Associates first reported a position in Upstart Holdings in Q1 2024 and held it in 1 quarter.
Montag & Associates's Upstart Holdings position peaked at $915 in Q1 2024.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.