Operose Advisors’s Upstart Holdings UPST Stock Holding History

Operose Advisors’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 Q1	–	Sell	-600	Closed	-$7.93K	–	392
2022 Q4	$7.93K	Buy	+600	New	+$11.6K	﹤0.01%	297

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Operose Advisors's UPST Position: Q1 2023 in Review

Operose Advisors sold out of Upstart Holdings (UPST) in Q1 2023, closing a stake of 600 shares — an estimated $7.93K sold.

Operose Advisors first reported a position in UPST in Q4 2022 and held it in 1 quarter. The position peaked at $7.93K in Q4 2022. 265 funds tracked by Wall St. Rank hold UPST as of Q1 2023.

Operose Advisors reported no remaining Upstart Holdings position as of Q1 2023 after selling out during the quarter.
Operose Advisors sold 600 Upstart Holdings shares in Q1 2023, an estimated $7.93K.
Operose Advisors first reported a position in Upstart Holdings in Q4 2022 and held it in 1 quarter.
Operose Advisors's Upstart Holdings position peaked at $7.93K in Q4 2022.
265 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2023.

Based on Operose Advisors's 13F filing for Q1 2023, filed 9 May 2023.