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AIA Group’s Upwork UPWK Stock Holding History

AIA Group’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
2023
Q4 		– Sell
-108,912
Closed -$1.24M – 303
2023
Q3 		$1.24M Sell
108,912
-53,145
-33% -$660K 0.06% 148
2023
Q2 		$1.51M Buy
162,057
+54,445
+51% +$493K 0.07% 131
2023
Q1 		$1.22M Buy
107,612
+57,970
+117% +$690K 0.07% 131
2022
Q4 		$518K Sell
49,642
-32,502
-40% -$401K 0.03% 217
2022
Q3 		$1.12M Buy
82,144
+346
+0.4% +$6.51K 0.07% 112
2022
Q2 		$1.69M Sell
81,798
-10,689
-12% -$210K 0.09% 91
2022
Q1 		$2.15M Sell
92,487
-115,346
-55% -$2.89M 0.09% 103
2021
Q4 		$7.1M Buy
207,833
+14,170
+7% +$626K 0.34% 44
2021
Q3 		$8.72M Buy
193,663
+35,394
+22% +$1.73M 0.49% 43
2021
Q2 		$7.92M Buy
158,269
+34,949
+28% +$1.64M 0.54% 37
2021
Q1 		$5.52M Buy
123,320
+50,126
+68% +$2.31M 0.8% 37
2020
Q4 		$3.47M Buy
+73,194
New +$2.09M 0.4% 42

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIA Group's UPWK Position: Q4 2023 in Review

AIA Group sold out of Upwork (UPWK) in Q4 2023, closing a stake of 108,912 shares — an estimated $1.24M sold.

AIA Group first reported a position in UPWK in Q4 2020 and held it in 12 quarters. The position peaked at $8.72M in Q3 2021. 258 funds tracked by Wall St. Rank hold UPWK as of Q4 2023.

  • AIA Group reported no remaining Upwork position as of Q4 2023 after selling out during the quarter.
  • AIA Group sold 108,912 Upwork shares in Q4 2023, an estimated $1.24M.
  • AIA Group first reported a position in Upwork in Q4 2020 and held it in 12 quarters.
  • AIA Group's Upwork position peaked at $8.72M in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Upwork as of Q4 2023.

Based on AIA Group's 13F filing for Q4 2023, filed 31 Jan 2024.