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 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 $3.37T AUM 44.26% 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

Private Ocean's UPST Position: Q2 2023 in Review

Private Ocean sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 7 shares — an estimated $111 sold.

Private Ocean first reported a position in UPST in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

Private Ocean reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 7 Upstart Holdings shares in Q2 2023, an estimated $111.
Private Ocean first reported a position in Upstart Holdings in Q1 2021 and held it in 6 quarters.
Private Ocean's Upstart Holdings position peaked at $3K in Q3 2021.
303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.