Your Advocates Ltd’s Upstart Holdings UPST Stock Holding History

Your Advocates Ltd’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	-5	Closed	-$143	–	281
2023 Q3	$143	Sell	5 -1,025	-100%	-$41.2K	﹤0.01%	275
2023 Q2	$36.9K	Hold	1,030	–	–	0.02%	67
2023 Q1	$16.4K	Hold	1,030	–	–	0.01%	76
2022 Q4	$13.6K	Buy	1,030 +1,000	+3,333%	+$19.3K	0.01%	79
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	184
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	194
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	165
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	125
2021 Q3	$9K	Hold	30	–	–	0.01%	97
2021 Q2	$4K	Buy	+30	New	+$3.69K	﹤0.01%	106

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

Your Advocates Ltd's UPST Position: Q4 2023 in Review

Your Advocates Ltd sold out of Upstart Holdings (UPST) in Q4 2023, closing a stake of 5 shares — an estimated $143 sold.

Your Advocates Ltd first reported a position in UPST in Q2 2021 and held it in 10 quarters. The position peaked at $36.9K in Q2 2023. 334 funds tracked by Wall St. Rank hold UPST as of Q4 2023.

Your Advocates Ltd reported no remaining Upstart Holdings position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 5 Upstart Holdings shares in Q4 2023, an estimated $143.
Your Advocates Ltd first reported a position in Upstart Holdings in Q2 2021 and held it in 10 quarters.
Your Advocates Ltd's Upstart Holdings position peaked at $36.9K in Q2 2023.
334 funds tracked by Wall St. Rank held Upstart Holdings as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.