StoneX Group’s Upstart Holdings UPST Stock Holding History

StoneX Group’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 Q2	–	Sell	-11,800	Closed	-$188K	–	744
2023 Q1	$188K	Buy	+11,800	New	+$199K	0.02%	547
2022 Q2	–	Sell	-3,016	Closed	-$329K	–	825
2022 Q1	$329K	Buy	3,016 +674	+29%	+$77.7K	0.03%	445
2021 Q4	$354K	Buy	2,342 +935	+66%	+$234K	0.04%	364
2021 Q3	$445K	Buy	+1,407	New	+$278K	0.06%	279

Other funds holding UPST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

StoneX Group's UPST Position: Q2 2023 in Review

StoneX Group sold out of Upstart Holdings (UPST) in Q2 2023, closing a stake of 11,800 shares — an estimated $188K sold.

StoneX Group first reported a position in UPST in Q3 2021 and held it in 4 quarters. The position peaked at $445K in Q3 2021. 303 funds tracked by Wall St. Rank hold UPST as of Q2 2023.

StoneX Group reported no remaining Upstart Holdings position as of Q2 2023 after selling out during the quarter.
StoneX Group sold 11,800 Upstart Holdings shares in Q2 2023, an estimated $188K.
StoneX Group first reported a position in Upstart Holdings in Q3 2021 and held it in 4 quarters.
StoneX Group's Upstart Holdings position peaked at $445K in Q3 2021.
303 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2023.

Based on StoneX Group's 13F filing for Q2 2023, filed 14 Aug 2023.