Adero Partners’s Upwork UPWK Stock Holding History

Adero Partners’s Portfolio UPWK Stock Details UPWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-139,683	Closed	-$901K	–	86
2020 Q1	$901K	Hold	139,683	–	–	1.49%	18
2019 Q4	$1.49M	Buy	+139,683	New	+$1.76M	1.67%	15

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG

Andrew P. Goldfarb $102M AUM 9.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adero Partners's UPWK Position: Q2 2020 in Review

Adero Partners sold out of Upwork (UPWK) in Q2 2020, closing a stake of 139,683 shares — an estimated $901K sold.

Adero Partners first reported a position in UPWK in Q4 2019 and held it in 2 quarters. The position peaked at $1.49M in Q4 2019. 163 funds tracked by Wall St. Rank hold UPWK as of Q2 2020.

Adero Partners reported no remaining Upwork position as of Q2 2020 after selling out during the quarter.
Adero Partners sold 139,683 Upwork shares in Q2 2020, an estimated $901K.
Adero Partners first reported a position in Upwork in Q4 2019 and held it in 2 quarters.
Adero Partners's Upwork position peaked at $1.49M in Q4 2019.
163 funds tracked by Wall St. Rank held Upwork as of Q2 2020.

Based on Adero Partners's 13F filing for Q2 2020, filed 14 Jul 2020.