Bank Of Montreal Upstart Holdings, Inc. Transaction History

Bank Of Montreal

$197 Billion
Q2 2024

A detailed history of Bank Of Montreal transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Bank Of Montreal holds 447,726 shares of UPST stock, worth $22.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

447,726

Previous 521,459 14.14%

Holding current value

$22.6 Million

Previous $14 Million 24.68%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$21.64 - $28.59 $1.6 Million - $2.11 Million	-73,733 Reduced 14.14%	447,726 $10.6 Million
Q1 2024 May 13, 2024	SELL	$23.25 - $38.8 $20.2 Million - $33.8 Million	-870,739 Reduced 62.54%	521,459 $14 Million
Q4 2023 Feb 08, 2024	BUY	$20.87 - $47.31 $146,528 - $332,163	7,021 Added 0.51%	1,392,198 $56.9 Million
Q3 2023 Nov 01, 2023	SELL	$26.55 - $72.09 $18.2 Million - $49.4 Million	-684,658 Reduced 33.08%	1,385,177 $39.5 Million
Q2 2023 Aug 02, 2023	BUY	$12.1 - $37.7 $24.8 Million - $77.4 Million	2,052,487 Added 11831.26%	2,069,835 $74.1 Million
Q1 2023 Jun 13, 2024	SELL	$12.89 - $23.85 $3.85 Million - $7.13 Million	-298,762 Reduced 57.29%	222,697 $3.54 Million
Q4 2022 Feb 01, 2023	SELL	$12.25 - $24.9 $894,862 - $1.82 Million	-73,050 Reduced 80.81%	17,348 $229,000
Q3 2022 Nov 10, 2022	SELL	$20.79 - $36.28 $193,617 - $337,875	-9,313 Reduced 9.34%	90,398 $2.48 Million
Q2 2022 Aug 11, 2022	SELL	$28.0 - $113.85 $486,752 - $1.98 Million	-17,384 Reduced 14.85%	99,711 $4.59 Million
Q1 2022 May 12, 2022	SELL	$89.34 - $157.99 $2.2 Million - $3.89 Million	-24,639 Reduced 17.38%	117,095 $13.5 Million
Q4 2021 Feb 11, 2022	BUY	$131.5 - $390.0 $2.61 Million - $7.74 Million	19,850 Added 16.29%	141,734 $22.7 Million
Q3 2021 Nov 12, 2021	BUY	$113.09 - $336.34 $6.54 Million - $19.4 Million	57,808 Added 90.22%	121,884 $39.1 Million
Q2 2021 Aug 12, 2021	BUY	$84.05 - $170.0 $5.39 Million - $10.9 Million	64,076 New	64,076 $7.96 Million

Others Institutions Holding UPST

# of Institutions

333

Shares Held

39.4M

Call Options Held

6.95M

Put Options Held

8.92M

View Full List

About Upstart Holdings, Inc.

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $4.1B
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.

More about UPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of Montreal , based on Form 13F filings with the SEC.

News

Stay updated on Bank Of Montreal with notifications on news.

Account