Sandy Spring Bank’s Upstart Holdings UPST Stock Holding History

Sandy Spring Bank’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 Q2	–	Sell	-40	Closed	-$1.08K	–	1339
2024 Q1	$1.08K	Sell	40 -17	-30%	-$503	﹤0.01%	1107
2023 Q4	$2.33K	Hold	57	–	–	﹤0.01%	1003
2023 Q3	$1.63K	Hold	57	–	–	﹤0.01%	1048
2023 Q2	$2.04K	Hold	57	–	–	﹤0.01%	1065
2023 Q1	$906	Hold	57	–	–	﹤0.01%	1076
2022 Q4	$754	Hold	57	–	–	﹤0.01%	1074
2022 Q3	$1K	Hold	57	–	–	﹤0.01%	1110
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	1061
2022 Q1	$6K	Hold	57	–	–	﹤0.01%	947
2021 Q4	$9K	Sell	57 -75	-57%	-$18.7K	﹤0.01%	932
2021 Q3	$42K	Buy	132 +75	+132%	+$14.8K	﹤0.01%	595
2021 Q2	$7K	Buy	+57	New	+$7.01K	﹤0.01%	947

Other funds holding UPST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Sandy Spring Bank's UPST Position: Q2 2024 in Review

Sandy Spring Bank sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 40 shares — an estimated $1.08K sold.

Sandy Spring Bank first reported a position in UPST in Q2 2021 and held it in 12 quarters. The position peaked at $42K in Q3 2021. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Sandy Spring Bank reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 40 Upstart Holdings shares in Q2 2024, an estimated $1.08K.
Sandy Spring Bank first reported a position in Upstart Holdings in Q2 2021 and held it in 12 quarters.
Sandy Spring Bank's Upstart Holdings position peaked at $42K in Q3 2021.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.