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Private Ocean, LLC

SEC CIK
0001601742
Latest filing
Jul 30, 2024

UPST holding history

Upstart Holdings, Inc. in every 13F filed by Private Ocean, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPST overviewAll 13F holders of UPSTFull Q2 2024 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of UPST by Private Ocean, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−7−100.0%Sold outHolders
Q1 20237$111<0.1%00.0%UnchangedHolders
Q4 20227$93<0.1%+7NewHolders
Q2 20220$00.0%−18−100.0%Sold outHolders
Q1 202218$2.00K<0.1%+4+28.6%AddedHolders
Q4 202114$2.00K<0.1%+3+27.3%AddedHolders
Q3 202111$3.00K<0.1%+11NewHolders
Q2 20210$00.0%−11−100.0%Sold outHolders
Q1 202111$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.