Oak Thistle LLC’s Upstart Holdings UPST Stock Holding History

Oak Thistle LLC’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	-8,774	Closed	-$314K	–	617
2023 Q2	$314K	Sell	8,774 -31,586	-78%	-$727K	0.17%	244
2023 Q1	$641K	Buy	+40,360	New	+$679K	0.38%	77

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

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

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

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Oak Thistle LLC's UPST Position: Q3 2023 in Review

Oak Thistle LLC sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 8,774 shares — an estimated $314K sold.

Oak Thistle LLC first reported a position in UPST in Q1 2023 and held it in 2 quarters. The position peaked at $641K in Q1 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Oak Thistle LLC reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Oak Thistle LLC sold 8,774 Upstart Holdings shares in Q3 2023, an estimated $314K.
Oak Thistle LLC first reported a position in Upstart Holdings in Q1 2023 and held it in 2 quarters.
Oak Thistle LLC's Upstart Holdings position peaked at $641K in Q1 2023.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Oak Thistle LLC's 13F filing for Q3 2023, filed 18 Oct 2023.