Pictet Asset Management (Switzerland)’s Upstart Holdings UPST Stock Holding History

Pictet Asset Management (Switzerland)’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	$3.4M	Sell	94,941 -100,877	-52%	-$2.32M	﹤0.01%	837
2023 Q1	$3.11M	Buy	195,818 +101,988	+109%	+$1.72M	﹤0.01%	866
2022 Q4	$1.24M	Buy	93,830 +2,538	+3%	+$49K	﹤0.01%	984
2022 Q3	$1.9M	Sell	91,292 -8,741	-9%	-$235K	﹤0.01%	935
2022 Q2	$3.16M	Buy	100,033 +4,249	+4%	+$253K	﹤0.01%	860
2022 Q1	$10.4M	Buy	95,784 +9,315	+11%	+$1.07M	0.01%	638
2021 Q4	$13.1M	Sell	86,469 -6,382	-7%	-$1.59M	0.01%	602
2021 Q3	$29.4M	Buy	+92,851	New	+$18.3M	0.03%	434

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UPST Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Upstart Holdings (UPST) stake by 52% in Q2 2023, selling an estimated $2.32M and leaving 94,941 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Pictet Asset Management (Switzerland) first reported a position in UPST in Q3 2021 and has held it in 8 quarters since. The position peaked at $29.4M in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

Pictet Asset Management (Switzerland) held 94,941 shares of Upstart Holdings worth $3.4M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 100,877 Upstart Holdings shares in Q2 2023, an estimated $2.32M.
Upstart Holdings made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #837 holding.
Pictet Asset Management (Switzerland) first reported a position in Upstart Holdings in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Upstart Holdings position peaked at $29.4M in Q3 2021.
303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.