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O'Dell Group’s Upstart Holdings UPST Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-1
Closed -$41 – 456
2023
Q4 		$41 Buy
+1
New +$30 ﹤0.01% 504
2023
Q3 		– Sell
-1
Closed -$36 – 461
2023
Q2 		$36 Buy
+1
New +$23 ﹤0.01% 516
2022
Q4 		– Sell
-6
Closed – – 387
2022
Q3 		$0 Sell
6
-20
-77% -$538 ﹤0.01% 494
2022
Q2 		$1K Buy
26
+20
+333% +$1.19K ﹤0.01% 444
2022
Q1 		$1K Buy
+6
New +$691 ﹤0.01% 496

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

O'Dell Group's UPST Position: Q1 2024 in Review

O'Dell Group sold out of Upstart Holdings (UPST) in Q1 2024, closing a stake of 1 share — an estimated $41 sold.

O'Dell Group first reported a position in UPST in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 279 funds tracked by Wall St. Rank hold UPST as of Q1 2024.

  • O'Dell Group reported no remaining Upstart Holdings position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 1 Upstart Holdings share in Q1 2024, an estimated $41.
  • O'Dell Group first reported a position in Upstart Holdings in Q1 2022 and held it in 5 quarters.
  • O'Dell Group's Upstart Holdings position peaked at $1K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.