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RE Dickinson Investment Advisors’s Upstart Holdings UPST Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		– Sell
-55
Closed -$2K – 281
2023
Q3 		$2K Buy
55
+4
+8% +$161 ﹤0.01% 240
2023
Q2 		$2K Hold
51
– – ﹤0.01% 346
2023
Q1 		$1K Hold
51
– – ﹤0.01% 396
2022
Q4 		$1K Hold
51
– – ﹤0.01% 376
2022
Q3 		$1K Hold
51
– – ﹤0.01% 249
2022
Q2 		$2K Buy
51
+1
+2% +$60 ﹤0.01% 262
2022
Q1 		$5K Buy
50
+7
+16% +$807 ﹤0.01% 223
2021
Q4 		$7K Buy
+43
New +$10.7K 0.01% 198

Other funds holding UPST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RE Dickinson Investment Advisors's UPST Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 55 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in UPST in Q4 2021 and held it in 8 quarters. The position peaked at $7K in Q4 2021. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 55 Upstart Holdings shares in Q4 2023, an estimated $2K.
  • RE Dickinson Investment Advisors first reported a position in Upstart Holdings in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's Upstart Holdings position peaked at $7K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.