Upstart Hldgs shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Upstart Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Upstart Hldgs held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $310k | 7.6k | 40.86 |
2023-09-30 | $205k | 7.2k | 28.54 |
2023-06-30 | $213k | 6.0k | 35.81 |
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