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Stonebridge Capital Advisors’s Upstart Holdings UPST Stock Holding History

Stonebridge Capital 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
-230
Closed -$6.56K – 820
2023
Q3 		$6.56K Buy
230
+100
+77% +$4.02K ﹤0.01% 666
2023
Q2 		$4.66K Hold
130
– – ﹤0.01% 721
2023
Q1 		$2.07K Hold
130
– – ﹤0.01% 808
2022
Q4 		$1.72K Hold
130
– – ﹤0.01% 821
2022
Q3 		$3K Buy
+130
New +$3.5K ﹤0.01% 768

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

Stonebridge Capital Advisors's UPST Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 230 shares — an estimated $6.56K sold.

Stonebridge Capital Advisors first reported a position in UPST in Q3 2022 and held it in 5 quarters. The position peaked at $6.56K in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 230 Upstart Holdings shares in Q4 2023, an estimated $6.56K.
  • Stonebridge Capital Advisors first reported a position in Upstart Holdings in Q3 2022 and held it in 5 quarters.
  • Stonebridge Capital Advisors's Upstart Holdings position peaked at $6.56K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.