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Aperio Group’s Upwork UPWK Stock Holding History

Aperio 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
2020
Q4 		$1.02M Buy
29,612
+5,103
+21% +$146K ﹤0.01% 1575
2020
Q3 		$427K Buy
24,509
+4,507
+23% +$67.5K ﹤0.01% 1903
2020
Q2 		$289K Buy
20,002
+9,815
+96% +$103K ﹤0.01% 2044
2020
Q1 		$66K Buy
+10,187
New +$87.4K ﹤0.01% 2255

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's UPWK Position: Q4 2020 in Review

Aperio Group increased its Upwork (UPWK) stake by 21% in Q4 2020, buying an estimated $146K and bringing the position to 29,612 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Aperio Group first reported a position in UPWK in Q1 2020 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold UPWK as of Q4 2020.

  • Aperio Group held 29,612 shares of Upwork worth $1.02M as of Q4 2020.
  • Aperio Group bought 5,103 Upwork shares in Q4 2020, an estimated $146K.
  • Upwork made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1575 holding.
  • Aperio Group first reported a position in Upwork in Q1 2020 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.