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Rollins Financial’s Upstart Holdings UPST Stock Holding History

Rollins Financial’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
-37,692
Closed -$1.08M – 114
2023
Q3 		$1.08M Buy
37,692
+30,072
+395% +$1.21M 0.26% 45
2023
Q2 		$273K Buy
+7,620
New +$175K 0.07% 84
2021
Q2 		$250K Buy
+2,000
New +$246K 0.09% 88

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

Rollins Financial's UPST Position: Q4 2023 in Review

Rollins Financial sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 37,692 shares — an estimated $1.08M sold.

Rollins Financial first reported a position in UPST in Q2 2021 and held it in 3 quarters. The position peaked at $1.08M in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Rollins Financial reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Rollins Financial sold 37,692 Upstart Holdings shares in Q4 2023, an estimated $1.08M.
  • Rollins Financial first reported a position in Upstart Holdings in Q2 2021 and held it in 3 quarters.
  • Rollins Financial's Upstart Holdings position peaked at $1.08M in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.