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Resources Management Corp’s Upstart Holdings UPST Stock Holding History

Resources Management Corp’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
Q3 		– Sell
-5
Closed – – 447
2023
Q2 		$0 Sell
5
-31,330
-100% -$721K ﹤0.01% 476
2023
Q1 		$1.17M Buy
31,335
+31,330
+626,600% +$527K 0.19% 93
2022
Q4 		$0 Hold
5
– – ﹤0.01% 483
2022
Q3 		$0 Buy
5
+2
+67% +$54 ﹤0.01% 504
2022
Q2 		$0 Buy
3
+2
+200% +$119 ﹤0.01% 519
2022
Q1 		$0 Buy
+1
New +$115 ﹤0.01% 510

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Resources Management Corp's UPST Position: Q3 2023 in Review

Resources Management Corp sold out of Upstart Holdings (UPST) in Q3 2023, closing a stake of 5 shares.

Resources Management Corp first reported a position in UPST in Q1 2022 and held it in 6 quarters. The position peaked at $1.17M in Q1 2023. 291 funds tracked by Wall St. Rank hold UPST as of Q3 2023.

  • Resources Management Corp reported no remaining Upstart Holdings position as of Q3 2023 after selling out during the quarter.
  • Resources Management Corp sold 5 Upstart Holdings shares in Q3 2023.
  • Resources Management Corp first reported a position in Upstart Holdings in Q1 2022 and held it in 6 quarters.
  • Resources Management Corp's Upstart Holdings position peaked at $1.17M in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2023.

Based on Resources Management Corp's 13F filing for Q3 2023, filed 16 Nov 2023.