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Pearl River Capital’s Upstart Holdings UPST Stock Holding History

Pearl River 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
Q4 		– Sell
-21,957
Closed -$627K – 634
2023
Q3 		$627K Buy
+21,957
New +$882K 0.1% 294
2022
Q2 		– Sell
-1,966
Closed -$214K – 572
2022
Q1 		$214K Buy
+1,966
New +$227K 0.06% 358

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pearl River Capital's UPST Position: Q4 2023 in Review

Pearl River Capital sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 21,957 shares — an estimated $627K sold.

Pearl River Capital first reported a position in UPST in Q1 2022 and held it in 2 quarters. The position peaked at $627K in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Pearl River Capital reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Pearl River Capital sold 21,957 Upstart Holdings shares in Q4 2023, an estimated $627K.
  • Pearl River Capital first reported a position in Upstart Holdings in Q1 2022 and held it in 2 quarters.
  • Pearl River Capital's Upstart Holdings position peaked at $627K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.