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North Star Investment Management’s Upstart Holdings UPST Stock Holding History

North Star Investment Management’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
-24
Closed -$981 – 1267
2023
Q4 		$981 Hold
24
– – ﹤0.01% 1112
2023
Q3 		$685 Hold
24
– – ﹤0.01% 1177
2023
Q2 		$859 Hold
24
– – ﹤0.01% 1169
2023
Q1 		$381 Hold
24
– – ﹤0.01% 1248
2022
Q4 		$317 Hold
24
– – ﹤0.01% 1261
2022
Q3 		$0 Hold
24
– – ﹤0.01% 1185
2022
Q2 		$1K Hold
24
– – ﹤0.01% 1109
2022
Q1 		$3K Hold
24
– – ﹤0.01% 1045
2021
Q4 		$4K Buy
+24
New +$6K ﹤0.01% 1035

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

North Star Investment Management's UPST Position: Q1 2024 in Review

North Star Investment Management sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 24 shares — an estimated $981 sold.

North Star Investment Management first reported a position in UPST in Q4 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • North Star Investment Management reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • North Star Investment Management sold 24 Upstart Holdings shares in Q1 2024, an estimated $981.
  • North Star Investment Management first reported a position in Upstart Holdings in Q4 2021 and held it in 9 quarters.
  • North Star Investment Management's Upstart Holdings position peaked at $4K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on North Star Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.