Vima LLC’s Upstart Holdings UPST Stock Holding History

Vima LLC’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	-188	Closed	-$2.99K	–	351
2024 Q1	$2.99K	Buy	188 +59	+46%	+$1.75K	﹤0.01%	321
2023 Q4	$5.27K	Buy	+129	New	+$3.93K	0.01%	299

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

Vima LLC's UPST Position: Q2 2024 in Review

Vima LLC sold out of Upstart Holdings (UPST) in Q2 2024, closing a stake of 188 shares — an estimated $2.99K sold.

Vima LLC first reported a position in UPST in Q4 2023 and held it in 2 quarters. The position peaked at $5.27K in Q4 2023. 275 funds tracked by Wall St. Rank hold UPST as of Q2 2024.

Vima LLC reported no remaining Upstart Holdings position as of Q2 2024 after selling out during the quarter.
Vima LLC sold 188 Upstart Holdings shares in Q2 2024, an estimated $2.99K.
Vima LLC first reported a position in Upstart Holdings in Q4 2023 and held it in 2 quarters.
Vima LLC's Upstart Holdings position peaked at $5.27K in Q4 2023.
275 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.