AAM
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AMI Asset Management’s Upwork UPWK Stock Holding History

AMI Asset Management’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
Q2 		– Sell
-218,389
Closed -$2.47M – 83
2023
Q1 		$2.47M Buy
218,389
+54,727
+33% +$651K 0.16% 56
2022
Q4 		$1.71M Buy
163,662
+3,799
+2% +$46.9K 0.12% 64
2022
Q3 		$2.18M Sell
159,863
-78,737
-33% -$1.48M 0.16% 63
2022
Q2 		$4.93M Buy
238,600
+68,279
+40% +$1.34M 0.31% 53
2022
Q1 		$3.96M Buy
170,321
+12,566
+8% +$314K 0.21% 65
2021
Q4 		$5.39M Sell
157,755
-47,552
-23% -$2.1M 0.26% 61
2021
Q3 		$9.24M Buy
205,307
+52,089
+34% +$2.54M 0.46% 42
2021
Q2 		$8.93M Buy
153,218
+1,863
+1% +$87.6K 0.45% 41
2021
Q1 		$6.78M Buy
+151,355
New +$6.99M 0.35% 54

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AMI Asset Management's UPWK Position: Q2 2023 in Review

AMI Asset Management sold out of Upwork (UPWK) in Q2 2023, closing a stake of 218,389 shares — an estimated $2.47M sold.

AMI Asset Management first reported a position in UPWK in Q1 2021 and held it in 9 quarters. The position peaked at $9.24M in Q3 2021. 213 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

  • AMI Asset Management reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
  • AMI Asset Management sold 218,389 Upwork shares in Q2 2023, an estimated $2.47M.
  • AMI Asset Management first reported a position in Upwork in Q1 2021 and held it in 9 quarters.
  • AMI Asset Management's Upwork position peaked at $9.24M in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on AMI Asset Management's 13F filing for Q2 2023, filed 25 Jul 2023.