CAC
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Cowen and Company’s Upstart Holdings UPST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Hold
0
628
2022
Q4
Hold
0
661
2021
Q2
Sell
-100,400
Closed -$12.9M 496
2021
Q1
$12.9M Buy
+100,400
New +$12.9M 0.89% 13