T. Rowe Price Investment Management
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T. Rowe Price Investment Management’s Upstart Holdings UPST Stock Holding History

T. Rowe Price Investment Management’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
-151
Closed -$5K – 654
2024
Q1 		$5K Buy
+151
New +$4.47K ﹤0.01% 620

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

T. Rowe Price Investment Management's UPST Position: Q2 2024 in Review

T. Rowe Price Investment Management sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 151 shares — an estimated $5K sold.

T. Rowe Price Investment Management first reported a position in UPST in Q1 2024 and held it in 1 quarter. The position peaked at $5K in Q1 2024. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

  • T. Rowe Price Investment Management reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
  • T. Rowe Price Investment Management sold 151 Upstart Holdings shares in Q2 2024, an estimated $5K.
  • T. Rowe Price Investment Management first reported a position in Upstart Holdings in Q1 2024 and held it in 1 quarter.
  • T. Rowe Price Investment Management's Upstart Holdings position peaked at $5K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on T. Rowe Price Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.