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New Millennium Group’s Upstart Holdings UPST Stock Holding History

New Millennium 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
2025
Q1 		– Sell
-280
Closed -$17.2K – 635
2024
Q4 		$17.2K Hold
280
– – 0.01% 169
2024
Q3 		$11.2K Hold
280
– – 0.01% 170
2024
Q2 		$6.61K Buy
+280
New +$6.76K ﹤0.01% 213
2024
Q1 		– Sell
-280
Closed -$11.4K – 377
2023
Q4 		$11.4K Hold
280
– – 0.01% 189
2023
Q3 		$7.99K Buy
+280
New +$11.3K 0.01% 182

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New Millennium Group's UPST Position: Q1 2025 in Review

New Millennium Group sold out of Upstart Holdings (UPST) in Q1 2025, closing a stake of 280 shares — an estimated $17.2K sold.

New Millennium Group first reported a position in UPST in Q3 2023 and held it in 5 quarters. The position peaked at $17.2K in Q4 2024. 386 funds tracked by Wall St. Rank hold UPST as of Q1 2025.

  • New Millennium Group reported no remaining Upstart Holdings position as of Q1 2025 after selling out during the quarter.
  • New Millennium Group sold 280 Upstart Holdings shares in Q1 2025, an estimated $17.2K.
  • New Millennium Group first reported a position in Upstart Holdings in Q3 2023 and held it in 5 quarters.
  • New Millennium Group's Upstart Holdings position peaked at $17.2K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2025.

Based on New Millennium Group's 13F filing for Q1 2025, filed 25 Apr 2025.