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Upstart Hldgs shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 11k 26.89

More positions owned by DiMeo Schneider & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Uber Technologies (UBER)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Cre U S Reit Etf (USRT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for DiMeo Schneider & Associates

Top funds holding Upstart Hldgs

Vanguard Group
Susquehanna International
BlackRock
Citadel Advisors
D. E. Shaw & Co
Morgan Stanley
Geode Capital Management
Barclays
Capital Fund Management
Sandler Capital Management
Bank of America Corporation
Voloridge Investment Management
Goldman Sachs Group
Point72 Asset Management
Mirae Asset Global Investments

View all funds holding Upstart Hldgs