Bank Julius Baer & Co. Ltd, Zurich Upstart Holdings, Inc. Transaction History

Bank Julius Baer & Co. Ltd, Zurich

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$23.25 - $38.8 $453,375 - $756,600	19,500 Added 33.11%	78,399 $2.11 Million
Q4 2023 May 16, 2024	SELL	$20.87 - $47.31 $406,965 - $922,545	-19,500 Reduced 24.87%	58,899 $2.41 Million
Q4 2023 Feb 02, 2024	BUY	$20.87 - $47.31 $102,868 - $233,190	4,929 Added 9.13%	58,899 $2.41 Million
Q3 2023 Nov 13, 2023	BUY	$26.55 - $72.09 $80,473 - $218,504	3,031 Added 5.95%	53,970 $1.54 Million
Q2 2023 Jul 24, 2023	BUY	$12.1 - $37.7 $616,361 - $1.92 Million	50,939 New	50,939 $1.82 Million
Q1 2023 May 11, 2023	BUY	$12.89 - $23.85 $25,290 - $46,793	1,962 Added 4.18%	48,845 $776,000
Q4 2022 Jan 24, 2023	SELL	$12.25 - $24.9 $7,325 - $14,890	-598 Reduced 1.26%	46,883 $620,000
Q3 2022 Nov 04, 2022	SELL	$20.79 - $36.28 $383,159 - $668,640	-18,430 Reduced 27.96%	47,481 $987,000
Q2 2022 Jul 22, 2022	BUY	$28.0 - $113.85 $747,376 - $3.04 Million	26,692 Added 68.06%	65,911 $2.08 Million
Q1 2022 May 09, 2022	BUY	$89.34 - $157.99 $3.49 Million - $6.17 Million	39,044 Added 22310.86%	39,219 $4.28 Million
Q4 2021 Feb 15, 2022	BUY	$131.5 - $390.0 $23,012 - $68,250	175 New	175 $26,000

420

49.9M

10.6M

11.7M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $6.02B
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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