Whittier Trust’s Upstart Holdings UPST Stock Holding History

Whittier Trust’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	-10	Closed	-$285	–	1677
2023 Q3	$285	Buy	+10	New	+$402	﹤0.01%	1612

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Whittier Trust's UPST Position: Q4 2023 in Review

Whittier Trust sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 10 shares — an estimated $285 sold.

Whittier Trust first reported a position in UPST in Q3 2023 and held it in 1 quarter. The position peaked at $285 in Q3 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Whittier Trust reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 10 Upstart Holdings shares in Q4 2023, an estimated $285.
Whittier Trust first reported a position in Upstart Holdings in Q3 2023 and held it in 1 quarter.
Whittier Trust's Upstart Holdings position peaked at $285 in Q3 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.