PO
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Private Ocean’s Upstart Holdings UPST Stock Holding History

Private Ocean’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
-7
Closed -$111 – 647
2023
Q1 		$111 Hold
7
– – ﹤0.01% 604
2022
Q4 		$93 Buy
+7
New +$135 ﹤0.01% 544
2022
Q2 		– Sell
-18
Closed -$2K – 663
2022
Q1 		$2K Buy
18
+4
+29% +$461 ﹤0.01% 514
2021
Q4 		$2K Buy
14
+3
+27% +$749 ﹤0.01% 531
2021
Q3 		$3K Buy
+11
New +$2.17K ﹤0.01% 497
2021
Q2 		– Sell
-11
Closed -$1K – 596
2021
Q1 		$1K Buy
+11
New +$843 ﹤0.01% 568

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return