Rafferty Asset Management
UPST icon

Rafferty Asset Management’s Upstart Holdings UPST Stock Holding History

Rafferty Asset Management’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
-17,747
Closed -$419K – 1193
2024
Q2 		$419K Buy
17,747
+2,388
+16% +$57.6K ﹤0.01% 982
2024
Q1 		$413K Sell
15,359
-1,803
-11% -$53.3K ﹤0.01% 1011
2023
Q4 		$701K Sell
17,162
-7,268
-30% -$221K ﹤0.01% 891
2023
Q3 		$697K Sell
24,430
-299
-1% -$12K ﹤0.01% 870
2023
Q2 		$886K Buy
+24,729
New +$569K 0.01% 851
2022
Q3 		– Sell
-23,710
Closed -$750K – 1253
2022
Q2 		$750K Sell
23,710
-930
-4% -$55.4K 0.01% 725
2022
Q1 		$2.69M Buy
24,640
+577
+2% +$66.5K 0.02% 528
2021
Q4 		$3.64M Buy
24,063
+2,414
+11% +$603K 0.02% 488
2021
Q3 		$6.85M Buy
21,649
+14,692
+211% +$2.9M 0.05% 236
2021
Q2 		$869K Sell
6,957
-31
-0.4% -$3.81K 0.01% 959
2021
Q1 		$900K Buy
+6,988
New +$536K 0.01% 795

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Geode Capital Management
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Goldman Sachs
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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