NewSquare Capital’s Upstart Holdings UPST Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-3	Closed	-$107	–	893
2023 Q2	$107	Hold	3	–	–	﹤0.01%	790
2023 Q1	$48	Hold	3	–	–	﹤0.01%	850
2022 Q4	$40	Buy	+3	New	+$58	﹤0.01%	799

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

NewSquare Capital's UPST Position: Q3 2023 in Review

NewSquare Capital sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 3 shares — an estimated $107 sold.

NewSquare Capital first reported a position in UPST in Q4 2022 and held it in 3 quarters. The position peaked at $107 in Q2 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

NewSquare Capital reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 3 Upstart Holdings shares in Q3 2023, an estimated $107.
NewSquare Capital first reported a position in Upstart Holdings in Q4 2022 and held it in 3 quarters.
NewSquare Capital's Upstart Holdings position peaked at $107 in Q2 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.