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Bogle Investment Management’s Upwork UPWK Stock Holding History

Bogle Investment 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
2021
Q1 		– Sell
-10,773
Closed -$372K – 112
2020
Q4 		$372K Sell
10,773
-12,827
-54% -$367K 0.59% 86
2020
Q3 		$412K Sell
23,600
-5,536
-19% -$82.9K 0.12% 171
2020
Q2 		$421K Sell
29,136
-468,785
-94% -$4.92M 0.07% 224
2020
Q1 		$3.21M Buy
497,921
+158,596
+47% +$1.36M 0.34% 96
2019
Q4 		$3.62M Buy
+339,325
New +$4.27M 0.34% 99

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
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bogle Investment Management's UPWK Position: Q1 2021 in Review

Bogle Investment Management sold out of Upwork (UPWK) in Q1 2021, closing a stake of 10,773 shares — an estimated $372K sold.

Bogle Investment Management first reported a position in UPWK in Q4 2019 and held it in 5 quarters. The position peaked at $3.62M in Q4 2019. 269 funds tracked by Wall St. Rank hold UPWK as of Q1 2021.

  • Bogle Investment Management reported no remaining Upwork position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 10,773 Upwork shares in Q1 2021, an estimated $372K.
  • Bogle Investment Management first reported a position in Upwork in Q4 2019 and held it in 5 quarters.
  • Bogle Investment Management's Upwork position peaked at $3.62M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Upwork as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.