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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 		$2 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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return