Oakworth Capital’s Upstart Holdings UPST Stock Holding History

Oakworth 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	-50	Closed	-$1.79K	–	644
2023 Q2	$1.79K	Hold	50	–	–	﹤0.01%	590
2023 Q1	$795	Hold	50	–	–	﹤0.01%	564
2022 Q4	$661	Hold	50	–	–	﹤0.01%	553
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	549
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	530
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	494
2021 Q4	$8K	Buy	+50	New	+$12.5K	﹤0.01%	506

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

Oakworth Capital's UPST Position: Q3 2023 in Review

Oakworth Capital sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 50 shares — an estimated $1.79K sold.

Oakworth Capital first reported a position in UPST in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

Oakworth Capital reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
Oakworth Capital sold 50 Upstart Holdings shares in Q3 2023, an estimated $1.79K.
Oakworth Capital first reported a position in Upstart Holdings in Q4 2021 and held it in 7 quarters.
Oakworth Capital's Upstart Holdings position peaked at $8K in Q4 2021.
291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Oakworth Capital's 13F filing for Q3 2023, filed 31 Oct 2023.