Ohio Public Employees Retirement System (OPERS)’s Upstart Holdings UPST Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 Q2	–	Sell	-35,060	Closed	-$557K	–	2019
2023 Q1	$557K	Sell	35,060 -1,088	-3%	-$18.3K	﹤0.01%	1257
2022 Q4	$478K	Buy	36,148 +758	+2%	+$14.6K	﹤0.01%	1289
2022 Q3	$736K	Sell	35,390 -1,148	-3%	-$30.9K	﹤0.01%	1270
2022 Q2	$1.16M	Buy	36,538 +11,563	+46%	+$689K	﹤0.01%	1212
2022 Q1	$2.73M	Buy	24,975 +392	+2%	+$45.2K	0.01%	1001
2021 Q4	$3.72M	Sell	24,583 -590	-2%	-$147K	0.01%	894
2021 Q3	$7.97M	Buy	25,173 +18,161	+259%	+$3.58M	0.03%	542
2021 Q2	$876K	Sell	7,012 -353	-5%	-$43.4K	﹤0.01%	1273
2021 Q1	$949K	Buy	+7,365	New	+$565K	﹤0.01%	1229

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ohio Public Employees Retirement System (OPERS)'s UPST Position: Q2 2023 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 35,060 shares — an estimated $557K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in UPST in Q1 2021 and held it in 9 quarters. The position peaked at $7.97M in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

Ohio Public Employees Retirement System (OPERS) reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
Ohio Public Employees Retirement System (OPERS) sold 35,060 Upstart Holdings shares in Q2 2023, an estimated $557K.
Ohio Public Employees Retirement System (OPERS) first reported a position in Upstart Holdings in Q1 2021 and held it in 9 quarters.
Ohio Public Employees Retirement System (OPERS)'s Upstart Holdings position peaked at $7.97M in Q3 2021.
303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2023, filed 15 Aug 2023.