Proffitt & Goodson’s Upstart Holdings UPST Stock Holding History

Proffitt & Goodson’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
2024 Q3	–	Sell	-3	Closed	-$71	–	346
2024 Q2	$71	Buy	+3	New	+$72	﹤0.01%	274

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Two Sigma Investments New York $124B AUM 33.93% 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

Proffitt & Goodson's UPST Position: Q3 2024 in Review

Proffitt & Goodson sold out of Upstart Holdings (UPST) in Q3 2024, closing a stake of 3 shares — an estimated $71 sold.

Proffitt & Goodson first reported a position in UPST in Q2 2024 and held it in 1 quarter. The position peaked at $71 in Q2 2024. 349 funds tracked by Wall St. Rank hold UPST as of Q3 2024.

Proffitt & Goodson reported no remaining Upstart Holdings position as of Q3 2024 after selling out during the quarter.
Proffitt & Goodson sold 3 Upstart Holdings shares in Q3 2024, an estimated $71.
Proffitt & Goodson first reported a position in Upstart Holdings in Q2 2024 and held it in 1 quarter.
Proffitt & Goodson's Upstart Holdings position peaked at $71 in Q2 2024.
349 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2024.

Based on Proffitt & Goodson's 13F filing for Q3 2024, filed 4 Nov 2024.